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Wealthfront’s Cardinal Health CAH Stock Holding History

Wealthfront’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
Q3 		$366K Buy
+6,779
New +$347K ﹤0.01% 417
2017
Q3 		– Sell
-5,915
Closed -$461K – 500
2017
Q2 		$461K Sell
5,915
-650
-10% -$49.1K 0.01% 290
2017
Q1 		$535K Buy
6,565
+2,725
+71% +$214K 0.01% 218
2016
Q4 		$276K Buy
3,840
+769
+25% +$55.6K 0.01% 306
2016
Q3 		$239K Buy
3,071
+28
+0.9% +$2.26K 0.01% 327
2016
Q2 		$237K Sell
3,043
-1,645
-35% -$131K 0.01% 310
2016
Q1 		$384K Buy
4,688
+752
+19% +$61.1K 0.01% 193
2015
Q4 		$351K Buy
3,936
+462
+13% +$39.2K 0.01% 192
2015
Q3 		$267K Sell
3,474
-375
-10% -$31.3K 0.01% 218
2015
Q2 		$322K Buy
3,849
+271
+8% +$23.9K 0.01% 177
2015
Q1 		$323K Buy
3,578
+578
+19% +$49.8K 0.02% 146
2014
Q4 		$242K Buy
3,000
+1,028
+52% +$81.2K 0.01% 169
2014
Q3 		$148K Buy
1,972
+1,029
+109% +$74.9K 0.01% 206
2014
Q2 		$66K Sell
943
-262
-22% -$17.8K 0.01% 311
2014
Q1 		$84K Buy
+1,205
New +$83.8K 0.01% 163

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's CAH Position: Q3 2018 in Review

Wealthfront opened a new position in Cardinal Health (CAH) in Q3 2018: 6,779 shares worth $366K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: Wealthfront previously reported a position in CAH as recently as Q2 2017.

Wealthfront first reported a position in CAH in Q1 2014 and has held it in 15 quarters since. The position peaked at $535K in Q1 2017. 686 funds tracked by Wall St. Rank hold CAH as of Q3 2018.

  • Wealthfront held 6,779 shares of Cardinal Health worth $366K as of Q3 2018.
  • Cardinal Health was a new Wealthfront position in Q3 2018.
  • Cardinal Health made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #417 holding.
  • Wealthfront first reported a position in Cardinal Health in Q1 2014 and has held it in 15 quarters since.
  • Wealthfront's Cardinal Health position peaked at $535K in Q1 2017.
  • 686 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.