Advisory Research’s Cadence Design Systems CDNS Stock Holding History

Advisory Research’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,491	Closed	-$349K	–	359
2023 Q3	$349K	Buy	+1,491	New	+$349K	0.05%	343

Other funds holding CDNS

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisory Research's CDNS Position: Q4 2023 in Review

Advisory Research sold out of Cadence Design Systems (CDNS) in Q4 2023, closing a stake of 1,491 shares — an estimated $349K sold.

Advisory Research first reported a position in CDNS in Q3 2023 and held it in 1 quarter. The position peaked at $349K in Q3 2023. 1,182 funds tracked by Wall St. Rank hold CDNS as of Q4 2023.

Advisory Research reported no remaining Cadence Design Systems position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,491 Cadence Design Systems shares in Q4 2023, an estimated $349K.
Advisory Research first reported a position in Cadence Design Systems in Q3 2023 and held it in 1 quarter.
Advisory Research's Cadence Design Systems position peaked at $349K in Q3 2023.
1,182 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.