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Oak Ridge Investments’s Cardinal Health CAH Stock Holding History

Oak Ridge Investments’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
2017
Q4 		– Sell
-101,948
Closed -$6.82M – 165
2017
Q3 		$6.82M Sell
101,948
-15,437
-13% -$1.09M 0.28% 101
2017
Q2 		$9.15M Buy
117,385
+5,553
+5% +$419K 0.29% 92
2017
Q1 		$9.12M Buy
111,832
+11,083
+11% +$872K 0.31% 85
2016
Q4 		$7.25M Sell
100,749
-37,129
-27% -$2.68M 0.24% 88
2016
Q3 		$10.7M Sell
137,878
-2,764
-2% -$223K 0.28% 85
2016
Q2 		$11M Sell
140,642
-9,935
-7% -$792K 0.28% 86
2016
Q1 		$12.3M Sell
150,577
-78,222
-34% -$6.36M 0.31% 83
2015
Q4 		$20.4M Buy
228,799
+1,237
+0.5% +$105K 0.49% 62
2015
Q3 		$17.5M Buy
227,562
+163
+0.1% +$13.6K 0.42% 70
2015
Q2 		$19M Sell
227,399
-166
-0.1% -$14.7K 0.4% 70
2015
Q1 		$20.5M Buy
227,565
+39,625
+21% +$3.41M 0.46% 66
2014
Q4 		$15.2M Sell
187,940
-7,268
-4% -$574K 0.36% 73
2014
Q3 		$14.6M Sell
195,208
-5,095
-3% -$371K 0.38% 75
2014
Q2 		$13.8M Buy
200,303
+13,208
+7% +$899K 0.33% 87
2014
Q1 		$13.1M Sell
187,095
-2,348
-1% -$163K 0.33% 84
2013
Q4 		$12.7M Buy
+189,443
New +$11.6M 0.33% 82

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oak Ridge Investments's CAH Position: Q4 2017 in Review

Oak Ridge Investments sold out of Cardinal Health (CAH) in Q4 2017, closing a stake of 101,948 shares — an estimated $6.82M sold.

Oak Ridge Investments first reported a position in CAH in Q4 2013 and held it in 16 quarters. The position peaked at $20.5M in Q1 2015. 722 funds tracked by Wall St. Rank hold CAH as of Q4 2017.

  • Oak Ridge Investments reported no remaining Cardinal Health position as of Q4 2017 after selling out during the quarter.
  • Oak Ridge Investments sold 101,948 Cardinal Health shares in Q4 2017, an estimated $6.82M.
  • Oak Ridge Investments first reported a position in Cardinal Health in Q4 2013 and held it in 16 quarters.
  • Oak Ridge Investments's Cardinal Health position peaked at $20.5M in Q1 2015.
  • 722 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2017.

Based on Oak Ridge Investments's 13F filing for Q4 2017, filed 13 Feb 2018.