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Planning Capital Management Corporation’s Cardinal Health CAH Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-16
Closed -$1.57K – 803
2024
Q2 		$1.57K Hold
16
– – ﹤0.01% 555
2024
Q1 		$1.79K Hold
16
– – ﹤0.01% 570
2023
Q4 		$1.61K Buy
+16
New +$1.59K ﹤0.01% 574

Other funds holding CAH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planning Capital Management Corporation's CAH Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Cardinal Health (CAH) in Q3 2024, closing a stake of 16 shares — an estimated $1.57K sold.

Planning Capital Management Corporation first reported a position in CAH in Q4 2023 and held it in 3 quarters. The position peaked at $1.79K in Q1 2024. 1,016 funds tracked by Wall St. Rank hold CAH as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Cardinal Health position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 16 Cardinal Health shares in Q3 2024, an estimated $1.57K.
  • Planning Capital Management Corporation first reported a position in Cardinal Health in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Cardinal Health position peaked at $1.79K in Q1 2024.
  • 1,016 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.