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SWS Partners’s Cardinal Health CAH Stock Holding History

SWS Partners’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
2021
Q4 		– Sell
-10,526
Closed -$521K – 78
2021
Q3 		$521K Sell
10,526
-22,612
-68% -$1.23M 0.32% 72
2021
Q2 		$1.89M Sell
33,138
-14,116
-30% -$825K 1.23% 37
2021
Q1 		$2.64M Buy
47,254
+37,228
+371% +$2.05M 1.82% 10
2020
Q4 		$537K Buy
10,026
+99
+1% +$5.14K 0.24% 98
2020
Q3 		$466K Buy
+9,927
New +$509K 0.23% 97
2019
Q3 		$344K Buy
+6,168
New +$282K 0.2% 91
2018
Q2 		– Sell
-9,128
Closed -$557K – 132
2018
Q1 		$557K Sell
9,128
-1,581
-15% -$108K 0.41% 54
2017
Q4 		$656K Buy
+10,709
New +$662K 0.49% 51

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SWS Partners's CAH Position: Q4 2021 in Review

SWS Partners sold out of Cardinal Health (CAH) in Q4 2021, closing a stake of 10,526 shares — an estimated $521K sold.

SWS Partners first reported a position in CAH in Q4 2017 and held it in 8 quarters. The position peaked at $2.64M in Q1 2021. 779 funds tracked by Wall St. Rank hold CAH as of Q4 2021.

  • SWS Partners reported no remaining Cardinal Health position as of Q4 2021 after selling out during the quarter.
  • SWS Partners sold 10,526 Cardinal Health shares in Q4 2021, an estimated $521K.
  • SWS Partners first reported a position in Cardinal Health in Q4 2017 and held it in 8 quarters.
  • SWS Partners's Cardinal Health position peaked at $2.64M in Q1 2021.
  • 779 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2021.

Based on SWS Partners's 13F filing for Q4 2021, filed 25 Jan 2022.