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Willingdon Wealth Management’s Cardinal Health CAH Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-15
Closed -$1K – 395
2019
Q3 		$1K Buy
+15
New +$685 ﹤0.01% 388
2018
Q4 		– Sell
-52
Closed -$3K – 346
2018
Q3 		$3K Buy
+52
New +$2.66K ﹤0.01% 348
2018
Q1 		– Sell
-118
Closed -$7K – 343
2017
Q4 		$7K Sell
118
-178
-60% -$11K ﹤0.01% 263
2017
Q3 		$20K Buy
+296
New +$20.9K 0.01% 190

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Willingdon Wealth Management's CAH Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Cardinal Health (CAH) in Q4 2019, closing a stake of 15 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in CAH in Q3 2017 and held it in 4 quarters. The position peaked at $20K in Q3 2017. 713 funds tracked by Wall St. Rank hold CAH as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Cardinal Health position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 15 Cardinal Health shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Cardinal Health in Q3 2017 and held it in 4 quarters.
  • Willingdon Wealth Management's Cardinal Health position peaked at $20K in Q3 2017.
  • 713 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.