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CAH icon

Simplicity Solutions’s Cardinal Health CAH Stock Holding History

Simplicity Solutions’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
2023
Q4 		$682K Buy
6,768
+2,887
+74% +$286K 0.02% 562
2023
Q3 		$337K Sell
3,881
-500
-11% -$45.2K 0.01% 725
2023
Q2 		$414K Sell
4,381
-2,577
-37% -$218K 0.01% 723
2023
Q1 		$525K Buy
6,958
+2,595
+59% +$196K 0.01% 677
2022
Q4 		$335K Sell
4,363
-1,875
-30% -$142K 0.05% 444
2022
Q3 		$416K Sell
6,238
-1,401
-18% -$88.8K 0.06% 357
2022
Q2 		$399K Buy
7,639
+1,134
+17% +$64.5K 0.05% 355
2022
Q1 		$369K Buy
+6,505
New +$348K 0.05% 386
2021
Q4 		– Sell
-7,145
Closed -$353K – 475
2021
Q3 		$353K Buy
7,145
+1,181
+20% +$64.1K 0.05% 364
2021
Q2 		$340K Buy
5,964
+254
+4% +$14.8K 0.07% 336
2021
Q1 		$347K Buy
5,710
+809
+17% +$44.7K 0.08% 283
2020
Q4 		$262K Buy
4,901
+22
+0.5% +$1.14K ﹤0.01% 823
2020
Q3 		$229K Buy
4,879
+755
+18% +$38.7K ﹤0.01% 785
2020
Q2 		$215K Buy
+4,124
New +$213K ﹤0.01% 812
2020
Q1 		– Sell
-9,568
Closed -$484K – 737
2019
Q4 		$484K Sell
9,568
-67
-0.7% -$3.46K 0.01% 549
2019
Q3 		$455K Buy
+9,635
New +$440K 0.02% 442
2018
Q3 		– Sell
-17,988
Closed -$879K – 562
2018
Q2 		$879K Buy
17,988
+2,404
+15% +$136K 0.06% 164
2018
Q1 		$977K Sell
15,584
-704
-4% -$48.3K 0.08% 134
2017
Q4 		$998K Buy
+16,288
New +$1.01M 0.1% 137
2016
Q1 		– Sell
-3,300
Closed -$295K – 237
2015
Q4 		$295K Buy
+3,300
New +$280K 0.03% 545

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Simplicity Solutions's CAH Position: Q4 2023 in Review

Simplicity Solutions increased its Cardinal Health (CAH) stake by 74% in Q4 2023, buying an estimated $286K and bringing the position to 6,768 shares worth $682K. The position accounts for 0.02% of the portfolio, ranked #562.

Simplicity Solutions first reported a position in CAH in Q4 2015 and has held it in 20 quarters since. The position peaked at $998K in Q4 2017. 1,037 funds tracked by Wall St. Rank hold CAH as of Q4 2023.

  • Simplicity Solutions held 6,768 shares of Cardinal Health worth $682K as of Q4 2023.
  • Simplicity Solutions bought 2,887 Cardinal Health shares in Q4 2023, an estimated $286K.
  • Cardinal Health made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #562 holding.
  • Simplicity Solutions first reported a position in Cardinal Health in Q4 2015 and has held it in 20 quarters since.
  • Simplicity Solutions's Cardinal Health position peaked at $998K in Q4 2017.
  • 1,037 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.