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Valley Wealth Managers’s Cardinal Health CAH Stock Holding History

Valley Wealth Managers’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
2022
Q4 		– Sell
-162
Closed -$11K – 380
2022
Q3 		$11K Buy
+162
New +$10.3K ﹤0.01% 315
2021
Q4 		– Sell
-63,742
Closed -$3.15M – 193
2021
Q3 		$3.15M Sell
63,742
-2,420
-4% -$131K 0.27% 89
2021
Q2 		$3.78M Buy
+66,162
New +$3.87M 0.32% 69

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Valley Wealth Managers's CAH Position: Q4 2022 in Review

Valley Wealth Managers sold out of Cardinal Health (CAH) in Q4 2022, closing a stake of 162 shares — an estimated $11K sold.

Valley Wealth Managers first reported a position in CAH in Q2 2021 and held it in 3 quarters. The position peaked at $3.78M in Q2 2021. 930 funds tracked by Wall St. Rank hold CAH as of Q4 2022.

  • Valley Wealth Managers reported no remaining Cardinal Health position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 162 Cardinal Health shares in Q4 2022, an estimated $11K.
  • Valley Wealth Managers first reported a position in Cardinal Health in Q2 2021 and held it in 3 quarters.
  • Valley Wealth Managers's Cardinal Health position peaked at $3.78M in Q2 2021.
  • 930 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.