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Staton Financial Advisors’s Cardinal Health CAH Stock Holding History

Staton Financial Advisors’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
2017
Q2 		$3.4M Buy
43,654
+1,213
+3% +$91.5K 2.89% 19
2017
Q1 		$3.46M Buy
42,441
+893
+2% +$70.3K 2.97% 18
2016
Q4 		$2.99M Buy
41,548
+4,329
+12% +$313K 2.7% 20
2016
Q3 		$2.89M Buy
37,219
+325
+0.9% +$26.3K 2.65% 21
2016
Q2 		$2.88M Buy
+36,894
New +$2.94M 2.63% 18

Other funds holding CAH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Staton Financial Advisors's CAH Position: Q2 2017 in Review

Staton Financial Advisors increased its Cardinal Health (CAH) stake by 2.9% in Q2 2017, buying an estimated $91.5K and bringing the position to 43,654 shares worth $3.4M. The position accounts for 2.89% of the portfolio, ranked #19.

Staton Financial Advisors first reported a position in CAH in Q2 2016 and has held it in 5 quarters since. The position peaked at $3.46M in Q1 2017. 747 funds tracked by Wall St. Rank hold CAH as of Q2 2017.

  • Staton Financial Advisors held 43,654 shares of Cardinal Health worth $3.4M as of Q2 2017.
  • Staton Financial Advisors bought 1,213 Cardinal Health shares in Q2 2017, an estimated $91.5K.
  • Cardinal Health made up 2.89% of Staton Financial Advisors's portfolio in Q2 2017, its #19 holding.
  • Staton Financial Advisors first reported a position in Cardinal Health in Q2 2016 and has held it in 5 quarters since.
  • Staton Financial Advisors's Cardinal Health position peaked at $3.46M in Q1 2017.
  • 747 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.