Patriot Financial Group Insurance Agency’s Cardinal Health CAH Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-100	Closed	-$5K	–	624
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	1462
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	1536
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	1692
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	1681
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	1581
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	1495
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	1415
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	1213
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	1162
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	1051
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	968
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	931
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	932
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	837
2018 Q4	$4K	Buy	+100	New	+$5.21K	﹤0.01%	744

Other funds holding CAH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's CAH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Cardinal Health (CAH) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in CAH in Q4 2018 and held it in 15 quarters. The position peaked at $6K in Q1 2022. 850 funds tracked by Wall St. Rank hold CAH as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Cardinal Health position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 100 Cardinal Health shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Cardinal Health in Q4 2018 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's Cardinal Health position peaked at $6K in Q1 2022.
850 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.