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New England Research & Management’s Cardinal Health CAH Stock Holding History

New England Research & Management’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,025
Closed -$396K – 161
2024
Q2 		$396K Buy
+4,025
New +$410K 0.19% 136
2022
Q1 		– Sell
-5,275
Closed -$272K – 164
2021
Q4 		$272K Sell
5,275
-5,325
-50% -$261K 0.13% 152
2021
Q3 		$524K Sell
10,600
-7,075
-40% -$384K 0.27% 104
2021
Q2 		$1.01M Buy
+17,675
New +$1.03M 0.52% 67

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New England Research & Management's CAH Position: Q3 2024 in Review

New England Research & Management sold out of Cardinal Health (CAH) in Q3 2024, closing a stake of 4,025 shares — an estimated $396K sold.

New England Research & Management first reported a position in CAH in Q2 2021 and held it in 4 quarters. The position peaked at $1.01M in Q2 2021. 1,015 funds tracked by Wall St. Rank hold CAH as of Q3 2024.

  • New England Research & Management reported no remaining Cardinal Health position as of Q3 2024 after selling out during the quarter.
  • New England Research & Management sold 4,025 Cardinal Health shares in Q3 2024, an estimated $396K.
  • New England Research & Management first reported a position in Cardinal Health in Q2 2021 and held it in 4 quarters.
  • New England Research & Management's Cardinal Health position peaked at $1.01M in Q2 2021.
  • 1,015 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2024.

Based on New England Research & Management's 13F filing for Q3 2024, filed 7 Oct 2024.