AG
CADE

Aperio Group’s Cadence Bancorporation CADE Stock Holding History

Aperio Group’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$3.87M Buy
235,486
+5,125
+2% +$67.9K 0.01% 943
2020
Q3 		$1.98M Sell
230,361
-5,085
-2% -$43.9K 0.01% 1120
2020
Q2 		$2.09M Buy
235,446
+9,993
+4% +$71.4K 0.01% 1094
2020
Q1 		$1.48M Buy
225,453
+182,116
+420% +$2.51M 0.01% 1147
2019
Q4 		$786K Buy
43,337
+6,094
+16% +$102K ﹤0.01% 1568
2019
Q3 		$653K Buy
37,243
+10,484
+39% +$179K ﹤0.01% 1616
2019
Q2 		$557K Sell
26,759
-9,308
-26% -$191K ﹤0.01% 1725
2019
Q1 		$669K Buy
+36,067
New +$685K ﹤0.01% 1577

Other funds holding CADE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Aperio Group's CADE Position: Q4 2020 in Review

Aperio Group increased its Cadence Bancorporation (CADE) stake by 2.2% in Q4 2020, buying an estimated $67.9K and bringing the position to 235,486 shares worth $3.87M. The position accounts for 0.01% of the portfolio, ranked #943.

Aperio Group first reported a position in CADE in Q1 2019 and has held it in 8 quarters since. 230 funds tracked by Wall St. Rank hold CADE as of Q4 2020.

  • Aperio Group held 235,486 shares of Cadence Bancorporation worth $3.87M as of Q4 2020.
  • Aperio Group bought 5,125 Cadence Bancorporation shares in Q4 2020, an estimated $67.9K.
  • Cadence Bancorporation made up 0.01% of Aperio Group's portfolio in Q4 2020, its #943 holding.
  • Aperio Group first reported a position in Cadence Bancorporation in Q1 2019 and has held it in 8 quarters since.
  • 230 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.