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Wela Strategies’s Cardinal Health CAH Stock Holding History

Wela Strategies’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
2023
Q1 		– Sell
-4,921
Closed -$378K – 48
2022
Q4 		$378K Buy
4,921
+347
+8% +$26.4K 0.21% 32
2022
Q3 		$305K Sell
4,574
-690
-13% -$43.7K 0.21% 34
2022
Q2 		$275K Buy
5,264
+67
+1% +$3.81K 0.16% 34
2022
Q1 		$295K Sell
5,197
-152
-3% -$8.14K 0.15% 35
2021
Q4 		$275K Buy
5,349
+178
+3% +$8.73K 0.14% 37
2021
Q3 		$256K Buy
5,171
+625
+14% +$33.9K 0.13% 37
2021
Q2 		$260K Buy
4,546
+139
+3% +$8.12K 0.11% 38
2021
Q1 		$268K Buy
+4,407
New +$243K 0.14% 37

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wela Strategies's CAH Position: Q1 2023 in Review

Wela Strategies sold out of Cardinal Health (CAH) in Q1 2023, closing a stake of 4,921 shares — an estimated $378K sold.

Wela Strategies first reported a position in CAH in Q1 2021 and held it in 8 quarters. The position peaked at $378K in Q4 2022. 907 funds tracked by Wall St. Rank hold CAH as of Q1 2023.

  • Wela Strategies reported no remaining Cardinal Health position as of Q1 2023 after selling out during the quarter.
  • Wela Strategies sold 4,921 Cardinal Health shares in Q1 2023, an estimated $378K.
  • Wela Strategies first reported a position in Cardinal Health in Q1 2021 and held it in 8 quarters.
  • Wela Strategies's Cardinal Health position peaked at $378K in Q4 2022.
  • 907 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2023.

Based on Wela Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.