YorkBridge Wealth Partners’s Cardinal Health CAH Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-13	Closed	-$1K	–	240
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	720
2019 Q1	$1K	Sell	13 -256	-95%	-$12.8K	﹤0.01%	720
2018 Q4	$12K	Sell	269 -1,039	-79%	-$54.2K	0.01%	543
2018 Q3	$71K	Sell	1,308 -116	-8%	-$5.94K	0.03%	320
2018 Q2	$70K	Hold	1,424	–	–	0.03%	330
2018 Q1	$89K	Hold	1,424	–	–	0.04%	305
2017 Q4	$92K	Buy	+1,424	New	+$88K	0.04%	302

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's CAH Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Cardinal Health (CAH) in Q3 2019, closing a stake of 13 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in CAH in Q4 2017 and held it in 7 quarters. The position peaked at $92K in Q4 2017. 663 funds tracked by Wall St. Rank hold CAH as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Cardinal Health position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 13 Cardinal Health shares in Q3 2019, an estimated $1K.
YorkBridge Wealth Partners first reported a position in Cardinal Health in Q4 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's Cardinal Health position peaked at $92K in Q4 2017.
663 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.