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Omnia Family Wealth’s Cardinal Health CAH Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-184
Closed -$12K – 574
2018
Q1 		$12K Hold
184
– – 0.01% 242
2017
Q4 		$11K Sell
184
-18
-9% -$1.11K 0.01% 282
2017
Q3 		$14K Hold
202
– – 0.01% 236
2017
Q2 		$16K Hold
202
– – 0.01% 230
2017
Q1 		$17K Hold
202
– – 0.01% 225
2016
Q4 		$15K Buy
+202
New +$14.6K 0.01% 237

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

Omnia Family Wealth's CAH Position: Q2 2018 in Review

Omnia Family Wealth sold out of Cardinal Health (CAH) in Q2 2018, closing a stake of 184 shares — an estimated $12K sold.

Omnia Family Wealth first reported a position in CAH in Q4 2016 and held it in 6 quarters. The position peaked at $17K in Q1 2017. 710 funds tracked by Wall St. Rank hold CAH as of Q2 2018.

  • Omnia Family Wealth reported no remaining Cardinal Health position as of Q2 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 184 Cardinal Health shares in Q2 2018, an estimated $12K.
  • Omnia Family Wealth first reported a position in Cardinal Health in Q4 2016 and held it in 6 quarters.
  • Omnia Family Wealth's Cardinal Health position peaked at $17K in Q1 2017.
  • 710 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2018.

Based on Omnia Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.