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Next Financial Group’s Cardinal Health CAH Stock Holding History

Next Financial Group’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
2021
Q4 		$88K Buy
1,714
+88
+5% +$4.32K 0.01% 1226
2021
Q3 		$80K Buy
1,626
+6
+0.4% +$325 0.01% 1213
2021
Q2 		$93K Sell
1,620
-13
-0.8% -$760 0.01% 1148
2021
Q1 		$99K Sell
1,633
-6,027
-79% -$333K 0.01% 1036
2020
Q4 		$413K Buy
7,660
+6,041
+373% +$313K 0.04% 442
2020
Q3 		$76K Buy
+1,619
New +$83.1K 0.01% 962
2020
Q2 		– Sell
-6,641
Closed -$320K – 782
2020
Q1 		$320K Buy
6,641
+6,604
+17,849% +$343K 0.04% 385
2019
Q4 		$2K Sell
37
-1,232
-97% -$63.6K ﹤0.01% 2145
2019
Q3 		$60K Buy
1,269
+14
+1% +$639 0.01% 1090
2019
Q2 		$59K Hold
1,255
– – 0.01% 1113
2019
Q1 		$60K Hold
1,255
– – 0.02% 676
2018
Q4 		$56K Sell
1,255
-794
-39% -$41.4K 0.01% 768
2018
Q3 		$111K Buy
+2,049
New +$105K 0.05% 321
2017
Q4 		– Sell
-150
Closed -$10K – 411
2017
Q3 		$10K Hold
150
– – ﹤0.01% 1199
2017
Q2 		$12K Hold
150
– – ﹤0.01% 1251
2017
Q1 		$11K Sell
150
-250
-63% -$19.7K ﹤0.01% 1235
2016
Q4 		$29K Sell
400
-155
-28% -$11.2K 0.01% 1194
2016
Q3 		$43K Buy
555
+355
+178% +$28.7K 0.01% 1014
2016
Q2 		$15K Sell
200
-100
-33% -$7.97K ﹤0.01% 1058
2016
Q1 		$24K Sell
300
-1,434
-83% -$117K 0.01% 865
2015
Q4 		$154K Hold
1,734
– – 0.06% 328
2015
Q3 		$133K Buy
1,734
+200
+13% +$16.7K 0.05% 363
2015
Q2 		$128K Hold
1,534
– – 0.04% 402
2015
Q1 		$138K Buy
1,534
+50
+3% +$4.3K 0.04% 384
2014
Q4 		$120K Sell
1,484
-355
-19% -$28K 0.04% 400
2014
Q3 		$138K Hold
1,839
– – 0.03% 560
2014
Q2 		$130K Buy
+1,839
New +$125K 0.07% 204

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's CAH Position: Q4 2021 in Review

Next Financial Group increased its Cardinal Health (CAH) stake by 5.4% in Q4 2021, buying an estimated $4.32K and bringing the position to 1,714 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #1226.

Next Financial Group first reported a position in CAH in Q2 2014 and has held it in 27 quarters since. The position peaked at $413K in Q4 2020. 779 funds tracked by Wall St. Rank hold CAH as of Q4 2021.

  • Next Financial Group held 1,714 shares of Cardinal Health worth $88K as of Q4 2021.
  • Next Financial Group bought 88 Cardinal Health shares in Q4 2021, an estimated $4.32K.
  • Cardinal Health made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1226 holding.
  • Next Financial Group first reported a position in Cardinal Health in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Cardinal Health position peaked at $413K in Q4 2020.
  • 779 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.