NWAM LLC’s Cardinal Health CAH Stock Holding History

NWAM LLC’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
2023 Q3	–	Sell	-2,371	Closed	-$224K	–	506
2023 Q2	$224K	Buy	+2,371	New	+$200K	0.02%	484
2020 Q4	–	Sell	-13,869	Closed	-$651K	–	455
2020 Q3	$651K	Buy	+13,869	New	+$712K	0.11%	154

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NWAM LLC's CAH Position: Q3 2023 in Review

NWAM LLC sold out of Cardinal Health (CAH) in Q3 2023, closing a stake of 2,371 shares — an estimated $224K sold.

NWAM LLC first reported a position in CAH in Q3 2020 and held it in 2 quarters. The position peaked at $651K in Q3 2020. 948 funds tracked by Wall St. Rank hold CAH as of Q3 2023.

NWAM LLC reported no remaining Cardinal Health position as of Q3 2023 after selling out during the quarter.
NWAM LLC sold 2,371 Cardinal Health shares in Q3 2023, an estimated $224K.
NWAM LLC first reported a position in Cardinal Health in Q3 2020 and held it in 2 quarters.
NWAM LLC's Cardinal Health position peaked at $651K in Q3 2020.
948 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2023.

Based on NWAM LLC's 13F filing for Q3 2023, filed 1 Nov 2023.