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Wellesley Investment Partners’s Cardinal Health CAH Stock Holding History

Wellesley Investment Partners’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 		– Sell
-6,224
Closed -$303K – 128
2018
Q2 		$303K Sell
6,224
-8,130
-57% -$461K 0.11% 100
2018
Q1 		$899K Buy
14,354
+49
+0.3% +$3.36K 0.32% 57
2017
Q4 		$876K Buy
14,305
+1,834
+15% +$113K 0.33% 58
2017
Q3 		$834K Sell
12,471
-643
-5% -$45.5K 0.34% 54
2017
Q2 		$1.02M Buy
13,114
+567
+5% +$42.8K 0.43% 40
2017
Q1 		$1.02M Buy
12,547
+887
+8% +$69.8K 0.45% 34
2016
Q4 		$839K Buy
11,660
+3,421
+42% +$247K 0.41% 43
2016
Q3 		$640K Buy
8,239
+1,448
+21% +$117K 0.33% 55
2016
Q2 		$529K Buy
6,791
+773
+13% +$61.6K 0.29% 56
2016
Q1 		$493K Buy
6,018
+505
+9% +$41.1K 0.3% 60
2015
Q4 		$492K Buy
+5,513
New +$468K 0.34% 56

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

Wellesley Investment Partners's CAH Position: Q3 2018 in Review

Wellesley Investment Partners sold out of Cardinal Health (CAH) in Q3 2018, closing a stake of 6,224 shares — an estimated $303K sold.

Wellesley Investment Partners first reported a position in CAH in Q4 2015 and held it in 11 quarters. The position peaked at $1.02M in Q1 2017. 685 funds tracked by Wall St. Rank hold CAH as of Q3 2018.

  • Wellesley Investment Partners reported no remaining Cardinal Health position as of Q3 2018 after selling out during the quarter.
  • Wellesley Investment Partners sold 6,224 Cardinal Health shares in Q3 2018, an estimated $303K.
  • Wellesley Investment Partners first reported a position in Cardinal Health in Q4 2015 and held it in 11 quarters.
  • Wellesley Investment Partners's Cardinal Health position peaked at $1.02M in Q1 2017.
  • 685 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2018.

Based on Wellesley Investment Partners's 13F filing for Q3 2018, filed 13 Nov 2018.