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Stokes Family Office’s Cardinal Health CAH Stock Holding History

Stokes Family Office’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 		– Sell
-2,805
Closed -$244K – 239
2023
Q3 		$244K Buy
2,805
+70
+3% +$6.33K 0.03% 277
2023
Q2 		$259K Buy
+2,735
New +$231K 0.03% 263

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

Stokes Family Office's CAH Position: Q4 2023 in Review

Stokes Family Office sold out of Cardinal Health (CAH) in Q4 2023, closing a stake of 2,805 shares — an estimated $244K sold.

Stokes Family Office first reported a position in CAH in Q2 2023 and held it in 2 quarters. The position peaked at $259K in Q2 2023. 1,037 funds tracked by Wall St. Rank hold CAH as of Q4 2023.

  • Stokes Family Office reported no remaining Cardinal Health position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 2,805 Cardinal Health shares in Q4 2023, an estimated $244K.
  • Stokes Family Office first reported a position in Cardinal Health in Q2 2023 and held it in 2 quarters.
  • Stokes Family Office's Cardinal Health position peaked at $259K in Q2 2023.
  • 1,037 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.