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ProVise Management Group’s Cardinal Health CAH Stock Holding History

ProVise Management 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
2024
Q1 		– Sell
-2,134
Closed -$215K – 301
2023
Q4 		$215K Buy
+2,134
New +$212K 0.02% 317
2023
Q1 		– Sell
-4,306
Closed -$331K – 345
2022
Q4 		$331K Buy
+4,306
New +$327K 0.03% 246
2021
Q3 		– Sell
-5,128
Closed -$293K – 379
2021
Q2 		$293K Buy
+5,128
New +$300K 0.03% 300

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ProVise Management Group's CAH Position: Q1 2024 in Review

ProVise Management Group sold out of Cardinal Health (CAH) in Q1 2024, closing a stake of 2,134 shares — an estimated $215K sold.

ProVise Management Group first reported a position in CAH in Q2 2021 and held it in 3 quarters. The position peaked at $331K in Q4 2022. 1,057 funds tracked by Wall St. Rank hold CAH as of Q1 2024.

  • ProVise Management Group reported no remaining Cardinal Health position as of Q1 2024 after selling out during the quarter.
  • ProVise Management Group sold 2,134 Cardinal Health shares in Q1 2024, an estimated $215K.
  • ProVise Management Group first reported a position in Cardinal Health in Q2 2021 and held it in 3 quarters.
  • ProVise Management Group's Cardinal Health position peaked at $331K in Q4 2022.
  • 1,057 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2024.

Based on ProVise Management Group's 13F filing for Q1 2024, filed 9 May 2024.