PWAG
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Polaris Wealth Advisory Group’s Cardinal Health CAH Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q1 		– Sell
-13,270
Closed -$592K – 153
2018
Q4 		$592K Buy
13,270
+6,554
+98% +$342K 0.06% 104
2018
Q3 		$363K Buy
+6,716
New +$344K 0.03% 117
2015
Q3 		– Sell
-66,402
Closed -$5.55M – 70
2015
Q2 		$5.55M Buy
66,402
+8,656
+15% +$764K 1.1% 40
2015
Q1 		$5.21M Buy
57,746
+19,750
+52% +$1.7M 0.95% 35
2014
Q4 		$3.07M Buy
+37,996
New +$3M 0.63% 48

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return