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Sutton Wealth Advisors’s Cardinal Health CAH Stock Holding History

Sutton Wealth 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
2023
Q3 		$5.82K Buy
67
+22
+49% +$1.99K ﹤0.01% 563
2023
Q2 		$4.26K Hold
45
– – ﹤0.01% 592
2023
Q1 		$3.4K Hold
45
– – ﹤0.01% 568
2022
Q4 		$3.46K Hold
45
– – ﹤0.01% 1143
2022
Q3 		$3K Hold
45
– – ﹤0.01% 1140
2022
Q2 		$2.35K Sell
45
-16
-26% -$909 ﹤0.01% 1163
2022
Q1 		$3.46K Hold
61
– – ﹤0.01% 1127
2021
Q4 		$3.14K Sell
61
-22
-27% -$1.08K ﹤0.01% 1136
2021
Q3 		$4.11K Hold
83
– – ﹤0.01% 1091
2021
Q2 		$4.74K Hold
83
– – ﹤0.01% 1053
2021
Q1 		$5.04K Hold
83
– – ﹤0.01% 1014
2020
Q4 		$4.45K Buy
83
+14
+20% +$726 ﹤0.01% 1007
2020
Q3 		$3.24K Hold
69
– – ﹤0.01% 1017
2020
Q2 		$3.6K Buy
69
+4
+6% +$206 ﹤0.01% 978
2020
Q1 		$3.12K Buy
65
+4
+7% +$208 ﹤0.01% 966
2019
Q4 		$3.08K Hold
61
– – ﹤0.01% 1010
2019
Q3 		$2.88K Buy
61
+16
+36% +$730 ﹤0.01% 1020
2019
Q2 		$2.12K Sell
45
-27
-38% -$1.25K ﹤0.01% 1045
2019
Q1 		$3.47K Buy
72
+13
+22% +$651 ﹤0.01% 981
2018
Q4 		$2.63K Hold
59
– – ﹤0.01% 968
2018
Q3 		$3.19K Buy
59
+14
+31% +$716 ﹤0.01% 956
2018
Q2 		$2.2K Sell
45
-17
-27% -$964 ﹤0.01% 1002
2018
Q1 		$3.89K Hold
62
– – ﹤0.01% 948
2017
Q4 		$3.8K Buy
62
+17
+38% +$1.05K ﹤0.01% 916
2017
Q3 		$3.01K Sell
45
-8
-15% -$566 ﹤0.01% 924
2017
Q2 		$4.13K Buy
53
+8
+18% +$604 ﹤0.01% 898
2017
Q1 		$3.67K Hold
45
– – ﹤0.01% 881
2016
Q4 		$3.24K Sell
45
-5
-10% -$361 ﹤0.01% 890
2016
Q3 		$3.88K Hold
50
– – ﹤0.01% 868
2016
Q2 		$3.9K Sell
50
-157
-76% -$12.5K ﹤0.01% 836
2016
Q1 		$17K Buy
+207
New +$16.8K 0.02% 479

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

Sutton Wealth Advisors's CAH Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Cardinal Health (CAH) stake by 49% in Q3 2023, buying an estimated $1.99K and bringing the position to 67 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Sutton Wealth Advisors first reported a position in CAH in Q1 2016 and has held it in 31 quarters since. The position peaked at $17K in Q1 2016. 949 funds tracked by Wall St. Rank hold CAH as of Q3 2023.

  • Sutton Wealth Advisors held 67 shares of Cardinal Health worth $5.82K as of Q3 2023.
  • Sutton Wealth Advisors bought 22 Cardinal Health shares in Q3 2023, an estimated $1.99K.
  • Cardinal Health made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #563 holding.
  • Sutton Wealth Advisors first reported a position in Cardinal Health in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Cardinal Health position peaked at $17K in Q1 2016.
  • 949 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.