Tradition Wealth Management’s Cardinal Health CAH Stock Holding History

Tradition 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
2024 Q1	–	Sell	-535	Closed	-$54K	–	494
2023 Q4	$54K	Hold	535	–	–	0.01%	603
2023 Q3	$46K	Hold	535	–	–	0.01%	620
2023 Q2	$51K	Hold	535	–	–	0.01%	617
2023 Q1	$40K	Buy	535 +235	+78%	+$17.7K	0.01%	671
2022 Q4	$23K	Hold	300	–	–	﹤0.01%	716
2022 Q3	$20K	Hold	300	–	–	﹤0.01%	751
2022 Q2	$16K	Hold	300	–	–	﹤0.01%	689
2022 Q1	$17K	Hold	300	–	–	﹤0.01%	754
2021 Q4	$15K	Hold	300	–	–	﹤0.01%	795
2021 Q3	$15K	Sell	300 -8,608	-97%	-$467K	﹤0.01%	789
2021 Q2	$509K	Buy	8,908 +8	+0.1%	+$467	0.08%	174
2021 Q1	$541K	Sell	8,900 -185	-2%	-$10.2K	0.09%	152
2020 Q4	$487K	Buy	+9,085	New	+$471K	0.09%	151

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tradition Wealth Management's CAH Position: Q1 2024 in Review

Tradition Wealth Management sold out of Cardinal Health (CAH) in Q1 2024, closing a stake of 535 shares — an estimated $54K sold.

Tradition Wealth Management first reported a position in CAH in Q4 2020 and held it in 13 quarters. The position peaked at $541K in Q1 2021. 1,057 funds tracked by Wall St. Rank hold CAH as of Q1 2024.

Tradition Wealth Management reported no remaining Cardinal Health position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 535 Cardinal Health shares in Q1 2024, an estimated $54K.
Tradition Wealth Management first reported a position in Cardinal Health in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Cardinal Health position peaked at $541K in Q1 2021.
1,057 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.