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Steward Financial Group’s Cardinal Health CAH Stock Holding History

Steward Financial 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
2023
Q3 		$11K Buy
137
+20
+17% +$1.81K ﹤0.01% 344
2023
Q2 		$11K Sell
117
-67
-36% -$5.66K ﹤0.01% 344
2023
Q1 		$13K Buy
184
+109
+145% +$8.22K ﹤0.01% 165
2022
Q4 		$5K Buy
+75
New +$5.7K ﹤0.01% 192

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's CAH Position: Q3 2023 in Review

Steward Financial Group increased its Cardinal Health (CAH) stake by 17% in Q3 2023, buying an estimated $1.81K and bringing the position to 137 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Steward Financial Group first reported a position in CAH in Q4 2022 and has held it in 4 quarters since. The position peaked at $13K in Q1 2023. 948 funds tracked by Wall St. Rank hold CAH as of Q3 2023.

  • Steward Financial Group held 137 shares of Cardinal Health worth $11K as of Q3 2023.
  • Steward Financial Group bought 20 Cardinal Health shares in Q3 2023, an estimated $1.81K.
  • Cardinal Health made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #344 holding.
  • Steward Financial Group first reported a position in Cardinal Health in Q4 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Cardinal Health position peaked at $13K in Q1 2023.
  • 948 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.