Sugarloaf Wealth Management’s Cardinal Health CAH Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$39.6K	Hold	335	–	–	0.01%	322
2024 Q3	$37K	Hold	335	–	–	0.01%	341
2024 Q2	$32.9K	Hold	335	–	–	0.01%	339
2024 Q1	$37.5K	Hold	335	–	–	0.01%	323
2023 Q4	$33.8K	Hold	335	–	–	0.01%	325
2023 Q3	$29.1K	Hold	335	–	–	0.01%	345
2023 Q2	$31.7K	Hold	335	–	–	0.01%	340
2023 Q1	$25.3K	Sell	335 -102	-23%	-$7.7K	0.01%	368
2022 Q4	$33.6K	Hold	437	–	–	0.01%	337
2022 Q3	$30K	Buy	437 +1	+0.2%	+$63	0.01%	365
2022 Q2	$23K	Buy	436 +1	+0.2%	+$57	0.01%	398
2022 Q1	$25K	Buy	435 +100	+30%	+$5.36K	0.01%	374
2021 Q4	$17K	Hold	335	–	–	﹤0.01%	444
2021 Q3	$17K	Hold	335	–	–	﹤0.01%	451
2021 Q2	$19K	Hold	335	–	–	0.01%	418
2021 Q1	$20	Hold	335	–	–	0.01%	400
2020 Q4	$18K	Hold	335	–	–	0.01%	395
2020 Q3	$16K	Hold	335	–	–	0.01%	386
2020 Q2	$17K	Sell	335 -366	-52%	-$18.9K	0.01%	374
2020 Q1	$34K	Buy	701 +3	+0.4%	+$156	0.02%	262
2019 Q4	$35K	Buy	+698	New	+$36.1K	0.01%	286

Other funds holding CAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Sugarloaf Wealth Management's CAH Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Cardinal Health (CAH) position steady in Q4 2024 at 335 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #322.

Sugarloaf Wealth Management first reported a position in CAH in Q4 2019 and has held it in 21 quarters since. 1,097 funds tracked by Wall St. Rank hold CAH as of Q4 2024.

Sugarloaf Wealth Management held 335 shares of Cardinal Health worth $39.6K as of Q4 2024.
Sugarloaf Wealth Management left its Cardinal Health share count unchanged in Q4 2024.
Cardinal Health made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #322 holding.
Sugarloaf Wealth Management first reported a position in Cardinal Health in Q4 2019 and has held it in 21 quarters since.
1,097 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.