Security National Bank of Sioux City Iowa’s Cardinal Health CAH Stock Holding History

Security National Bank of Sioux City Iowa’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
2018 Q2	–	Sell	-13,725	Closed	-$860K	–	85
2018 Q1	$860K	Buy	13,725 +5,940	+76%	+$407K	0.81%	59
2017 Q4	$477K	Sell	7,785 -5,878	-43%	-$363K	0.43%	71
2017 Q3	$914K	Buy	13,663 +408	+3%	+$28.8K	0.89%	56
2017 Q2	$1.03M	Buy	13,255 +40	+0.3%	+$3.02K	1.01%	47
2017 Q1	$1.08M	Sell	13,215 -122	-0.9%	-$9.6K	1.06%	44
2016 Q4	$960K	Buy	13,337 +3,749	+39%	+$271K	1%	51
2016 Q3	$745K	Sell	9,588 -227	-2%	-$18.3K	0.83%	55
2016 Q2	$765K	Buy	+9,815	New	+$782K	0.87%	54

Other funds holding CAH

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

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

Security National Bank of Sioux City Iowa's CAH Position: Q2 2018 in Review

Security National Bank of Sioux City Iowa sold out of Cardinal Health (CAH) in Q2 2018, closing a stake of 13,725 shares — an estimated $860K sold.

Security National Bank of Sioux City Iowa first reported a position in CAH in Q2 2016 and held it in 8 quarters. The position peaked at $1.08M in Q1 2017. 711 funds tracked by Wall St. Rank hold CAH as of Q2 2018.

Security National Bank of Sioux City Iowa reported no remaining Cardinal Health position as of Q2 2018 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 13,725 Cardinal Health shares in Q2 2018, an estimated $860K.
Security National Bank of Sioux City Iowa first reported a position in Cardinal Health in Q2 2016 and held it in 8 quarters.
Security National Bank of Sioux City Iowa's Cardinal Health position peaked at $1.08M in Q1 2017.
711 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2018.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2018, filed 15 Aug 2018.