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Oak Point Wealth Management’s Cardinal Health CAH Stock Holding History

Oak Point Wealth 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
2018
Q1 		$1K Sell
12
-9
-43% -$617 ﹤0.01% 199
2017
Q4 		$1K Buy
+21
New +$1.3K ﹤0.01% 204

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Oak Point Wealth Management's CAH Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Cardinal Health (CAH) stake by 43% in Q1 2018, selling an estimated $617 and leaving 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Oak Point Wealth Management first reported a position in CAH in Q4 2017 and has held it in 2 quarters since. 737 funds tracked by Wall St. Rank hold CAH as of Q1 2018.

  • Oak Point Wealth Management held 12 shares of Cardinal Health worth $1K as of Q1 2018.
  • Oak Point Wealth Management sold 9 Cardinal Health shares in Q1 2018, an estimated $617.
  • Cardinal Health made up ﹤0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #199 holding.
  • Oak Point Wealth Management first reported a position in Cardinal Health in Q4 2017 and has held it in 2 quarters since.
  • 737 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.