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Syntax Advisors’s Cardinal Health CAH Stock Holding History

Syntax 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 		– Sell
-2,254
Closed -$213K – 198
2023
Q2 		$213K Sell
2,254
-604
-21% -$51K 0.17% 181
2023
Q1 		$216K Buy
2,858
+219
+8% +$16.5K 0.16% 195
2022
Q4 		$203K Sell
2,639
-483
-15% -$36.7K 0.17% 191
2022
Q3 		$208K Sell
3,122
-696
-18% -$44.1K 0.18% 176
2022
Q2 		$200K Buy
3,818
+105
+3% +$5.97K 0.17% 194
2022
Q1 		$211K Sell
3,713
-845
-19% -$45.3K 0.18% 195
2021
Q4 		$235K Buy
+4,558
New +$224K 0.17% 191

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

Syntax Advisors's CAH Position: Q3 2023 in Review

Syntax Advisors sold out of Cardinal Health (CAH) in Q3 2023, closing a stake of 2,254 shares — an estimated $213K sold.

Syntax Advisors first reported a position in CAH in Q4 2021 and held it in 7 quarters. The position peaked at $235K in Q4 2021. 948 funds tracked by Wall St. Rank hold CAH as of Q3 2023.

  • Syntax Advisors reported no remaining Cardinal Health position as of Q3 2023 after selling out during the quarter.
  • Syntax Advisors sold 2,254 Cardinal Health shares in Q3 2023, an estimated $213K.
  • Syntax Advisors first reported a position in Cardinal Health in Q4 2021 and held it in 7 quarters.
  • Syntax Advisors's Cardinal Health position peaked at $235K in Q4 2021.
  • 948 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.