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Wintrust Investments’s Cardinal Health CAH Stock Holding History

Wintrust Investments’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
2024
Q4 		$48K Sell
412
-1,084
-72% -$127K 0.04% 257
2024
Q3 		$165K Sell
1,496
-13,936
-90% -$1.46M 0.12% 147
2024
Q2 		$1.52M Sell
15,432
-550
-3% -$56K 0.12% 146
2024
Q1 		$1.79M Sell
15,982
-2,910
-15% -$314K 0.16% 134
2023
Q4 		$1.9M Sell
18,892
-1,810
-9% -$180K 0.18% 113
2023
Q3 		$1.8M Sell
20,702
-6,905
-25% -$624K 0.19% 112
2023
Q2 		$2.61M Sell
27,607
-4,125
-13% -$348K 0.26% 81
2023
Q1 		$2.4M Sell
31,732
-1,450
-4% -$109K 0.31% 65
2022
Q4 		$2.55M Sell
33,182
-1,285
-4% -$97.6K 0.33% 61
2022
Q3 		$2.3M Sell
34,467
-1,915
-5% -$121K 0.29% 70
2022
Q2 		$1.9M Buy
36,382
+550
+2% +$31.3K 0.23% 82
2022
Q1 		$2.03M Buy
35,832
+475
+1% +$25.4K 0.2% 95
2021
Q4 		$1.82M Buy
+35,357
New +$1.73M 0.17% 110
2021
Q3 		– Sell
-30,557
Closed -$1.74M – 287
2021
Q2 		$1.74M Buy
30,557
+2,700
+10% +$158K 0.18% 112
2021
Q1 		$1.69M Buy
27,857
+7,130
+34% +$394K 0.18% 118
2020
Q4 		$1.11M Buy
20,727
+10,401
+101% +$540K 0.32% 66
2020
Q3 		$485K Buy
10,326
+954
+10% +$49K 0.07% 205
2020
Q2 		$489K Buy
9,372
+515
+6% +$26.5K 0.07% 198
2020
Q1 		$425K Hold
8,857
– – 0.07% 187
2019
Q4 		$448K Hold
8,857
– – 0.06% 221
2019
Q3 		$418K Buy
8,857
+900
+11% +$41.1K 0.06% 229
2019
Q2 		$375K Sell
7,957
-4,961
-38% -$229K 0.06% 250
2019
Q1 		$663K Buy
12,918
+9,418
+269% +$472K 0.11% 160
2018
Q4 		$210K Sell
3,500
-5,018
-59% -$262K 0.04% 307
2018
Q3 		$481K Buy
+8,518
New +$436K 0.08% 222
2018
Q2 		– Sell
-9,388
Closed -$588K – 349
2018
Q1 		$588K Sell
9,388
-251
-3% -$17.2K 0.15% 128
2017
Q4 		$591K Buy
9,639
+5,300
+122% +$328K 0.14% 156
2017
Q3 		$290K Sell
4,339
-3,449
-44% -$244K 0.07% 227
2017
Q2 		$607K Buy
+7,788
New +$588K 0.16% 141

Other funds holding CAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Wintrust Investments's CAH Position: Q4 2024 in Review

Wintrust Investments reduced its Cardinal Health (CAH) stake by 72% in Q4 2024, selling an estimated $127K and leaving 412 shares worth $48K. The position accounts for 0.04% of the portfolio, ranked #257.

Wintrust Investments first reported a position in CAH in Q2 2017 and has held it in 29 quarters since. The position peaked at $2.61M in Q2 2023. 1,098 funds tracked by Wall St. Rank hold CAH as of Q4 2024.

  • Wintrust Investments held 412 shares of Cardinal Health worth $48K as of Q4 2024.
  • Wintrust Investments sold 1,084 Cardinal Health shares in Q4 2024, an estimated $127K.
  • Cardinal Health made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #257 holding.
  • Wintrust Investments first reported a position in Cardinal Health in Q2 2017 and has held it in 29 quarters since.
  • Wintrust Investments's Cardinal Health position peaked at $2.61M in Q2 2023.
  • 1,098 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.