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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 $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Polaris Wealth Advisory Group's CAH Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of Cardinal Health (CAH) in Q1 2019, closing a stake of 13,270 shares — an estimated $592K sold.

Polaris Wealth Advisory Group first reported a position in CAH in Q4 2014 and held it in 5 quarters. The position peaked at $5.55M in Q2 2015. 694 funds tracked by Wall St. Rank hold CAH as of Q1 2019.

  • Polaris Wealth Advisory Group reported no remaining Cardinal Health position as of Q1 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 13,270 Cardinal Health shares in Q1 2019, an estimated $592K.
  • Polaris Wealth Advisory Group first reported a position in Cardinal Health in Q4 2014 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's Cardinal Health position peaked at $5.55M in Q2 2015.
  • 694 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.