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SVA Wealth Management’s Cardinal Health CAH Stock Holding History

SVA 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
2020
Q1 		– Sell
-11,513
Closed -$582K – 190
2019
Q4 		$582K Sell
11,513
-2,231
-16% -$115K 0.05% 141
2019
Q3 		$649K Sell
13,744
-1,552
-10% -$70.8K 0.06% 134
2019
Q2 		$720K Sell
15,296
-322
-2% -$14.9K 0.07% 133
2019
Q1 		$752K Sell
15,618
-1,279
-8% -$64.1K 0.07% 133
2018
Q4 		$754K Sell
16,897
-3,268
-16% -$170K 0.08% 128
2018
Q3 		$1.09M Sell
20,165
-1,714
-8% -$87.7K 0.11% 118
2018
Q2 		$1.07M Buy
+21,879
New +$1.24M 0.12% 120
2016
Q4 		– Sell
-2,723
Closed -$212K – 198
2016
Q3 		$212K Buy
+2,723
New +$220K 0.03% 189

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SVA Wealth Management's CAH Position: Q1 2020 in Review

SVA Wealth Management sold out of Cardinal Health (CAH) in Q1 2020, closing a stake of 11,513 shares — an estimated $582K sold.

SVA Wealth Management first reported a position in CAH in Q3 2016 and held it in 8 quarters. The position peaked at $1.09M in Q3 2018. 721 funds tracked by Wall St. Rank hold CAH as of Q1 2020.

  • SVA Wealth Management reported no remaining Cardinal Health position as of Q1 2020 after selling out during the quarter.
  • SVA Wealth Management sold 11,513 Cardinal Health shares in Q1 2020, an estimated $582K.
  • SVA Wealth Management first reported a position in Cardinal Health in Q3 2016 and held it in 8 quarters.
  • SVA Wealth Management's Cardinal Health position peaked at $1.09M in Q3 2018.
  • 721 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2020.

Based on SVA Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.