Trek Financial’s Cardinal Health CAH Stock Holding History

Trek Financial’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 Q2	–	Sell	-2,493	Closed	-$279K	–	398
2024 Q1	$279K	Buy	+2,493	New	+$269K	0.02%	323

Other funds holding CAH

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

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Trek Financial's CAH Position: Q2 2024 in Review

Trek Financial sold out of Cardinal Health (CAH) in Q2 2024, closing a stake of 2,493 shares — an estimated $279K sold.

Trek Financial first reported a position in CAH in Q1 2024 and held it in 1 quarter. The position peaked at $279K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold CAH as of Q2 2024.

Trek Financial reported no remaining Cardinal Health position as of Q2 2024 after selling out during the quarter.
Trek Financial sold 2,493 Cardinal Health shares in Q2 2024, an estimated $279K.
Trek Financial first reported a position in Cardinal Health in Q1 2024 and held it in 1 quarter.
Trek Financial's Cardinal Health position peaked at $279K in Q1 2024.
1,009 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2024.

Based on Trek Financial's 13F filing for Q2 2024, filed 12 Aug 2024.