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Teamwork Financial Advisors’s Cardinal Health CAH Stock Holding History

Teamwork Financial 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
Q2 		– Sell
-3,639
Closed -$275K – 194
2023
Q1 		$275K Buy
3,639
+8
+0.2% +$604 0.05% 161
2022
Q4 		$279K Sell
3,631
-285
-7% -$21.7K 0.06% 164
2022
Q3 		$261K Buy
+3,916
New +$248K 0.06% 176
2022
Q2 		– Sell
-4,871
Closed -$276K – 213
2022
Q1 		$276K Buy
+4,871
New +$261K 0.05% 217

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Teamwork Financial Advisors's CAH Position: Q2 2023 in Review

Teamwork Financial Advisors sold out of Cardinal Health (CAH) in Q2 2023, closing a stake of 3,639 shares — an estimated $275K sold.

Teamwork Financial Advisors first reported a position in CAH in Q1 2022 and held it in 4 quarters. The position peaked at $279K in Q4 2022. 948 funds tracked by Wall St. Rank hold CAH as of Q2 2023.

  • Teamwork Financial Advisors reported no remaining Cardinal Health position as of Q2 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 3,639 Cardinal Health shares in Q2 2023, an estimated $275K.
  • Teamwork Financial Advisors first reported a position in Cardinal Health in Q1 2022 and held it in 4 quarters.
  • Teamwork Financial Advisors's Cardinal Health position peaked at $279K in Q4 2022.
  • 948 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2023.

Based on Teamwork Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.