Updated
Updated · CNBC · Jun 10
Cramer's Trust Sells 100 Cardinal Health Shares at $219 as It Builds 12% Cash Buffer
Updated
Updated · CNBC · Jun 10

Cramer's Trust Sells 100 Cardinal Health Shares at $219 as It Builds 12% Cash Buffer

2 articles · Updated · CNBC · Jun 10

Summary

  • Jim Cramer's Charitable Trust sold 100 Cardinal Health shares at about $219, cutting the position to 425 shares and lowering its portfolio weight to 2.45% from 3.00%.
  • The trim is meant to push cash closer to Jim Cramer's 12% target ahead of Friday's SpaceX IPO, which the trust expects could trigger broader market volatility.
  • Cardinal Health differs from the trust's earlier sales this week: the stock is still slightly underwater, and the sale locks in about a 6% loss on shares bought in March.
  • Still, Cardinal has rebounded nearly 10% since the trust added 50 shares around $200, helped by rotation into health care and other defensive sectors; the trust downgraded the stock to a 2 from 1.
  • The move follows another sale of Eaton shares as the trust raises cash and guards against a possible pullback in tech, semiconductor and AI-linked stocks.

Insights

Is Cramer's sale of Eaton a smart move to dodge volatility or a premature exit from a long-term AI infrastructure winner?
Will the massive SpaceX IPO drain market liquidity and finally pop the AI stock bubble that has captivated investors for years?
With huge losses and major governance concerns, is SpaceX's $1.8 trillion valuation built on sustainable fundamentals or just speculative hype?