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UBP Investment Advisors’s Cardinal Health CAH Stock Holding History

UBP Investment 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
2021
Q2 		– Sell
-8,408
Closed -$510K – 114
2021
Q1 		$510K Buy
+8,408
New +$464K 0.21% 74

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

UBP Investment Advisors's CAH Position: Q2 2021 in Review

UBP Investment Advisors sold out of Cardinal Health (CAH) in Q2 2021, closing a stake of 8,408 shares — an estimated $510K sold.

UBP Investment Advisors first reported a position in CAH in Q1 2021 and held it in 1 quarter. The position peaked at $510K in Q1 2021. 789 funds tracked by Wall St. Rank hold CAH as of Q2 2021.

  • UBP Investment Advisors reported no remaining Cardinal Health position as of Q2 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 8,408 Cardinal Health shares in Q2 2021, an estimated $510K.
  • UBP Investment Advisors first reported a position in Cardinal Health in Q1 2021 and held it in 1 quarter.
  • UBP Investment Advisors's Cardinal Health position peaked at $510K in Q1 2021.
  • 789 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2021.

Based on UBP Investment Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.