WBH Advisory’s Cardinal Health CAH Stock Holding History

WBH Advisory’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
2018 Q4	–	Sell	-3,713	Closed	-$200K	–	230
2018 Q3	$200K	Buy	+3,713	New	+$190K	0.05%	239
2016 Q1	–	Sell	-2,335	Closed	-$208K	–	199
2015 Q4	$208K	Buy	+2,335	New	+$198K	0.07%	191
2015 Q3	–	Sell	-2,335	Closed	-$203K	–	196
2015 Q2	$203K	Hold	2,335	–	–	0.08%	194
2015 Q1	$210K	Sell	2,335 -200	-8%	-$17.2K	0.06%	205
2014 Q4	$204K	Buy	+2,535	New	+$200K	0.08%	201

Other funds holding CAH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WBH Advisory's CAH Position: Q4 2018 in Review

WBH Advisory sold out of Cardinal Health (CAH) in Q4 2018, closing a stake of 3,713 shares — an estimated $200K sold.

WBH Advisory first reported a position in CAH in Q4 2014 and held it in 5 quarters. The position peaked at $210K in Q1 2015. 719 funds tracked by Wall St. Rank hold CAH as of Q4 2018.

WBH Advisory reported no remaining Cardinal Health position as of Q4 2018 after selling out during the quarter.
WBH Advisory sold 3,713 Cardinal Health shares in Q4 2018, an estimated $200K.
WBH Advisory first reported a position in Cardinal Health in Q4 2014 and held it in 5 quarters.
WBH Advisory's Cardinal Health position peaked at $210K in Q1 2015.
719 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2018.

Based on WBH Advisory's 13F filing for Q4 2018, filed 29 Jan 2019.