AG
CADE

Aperio Group’s Cadence Bank 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 		$2.25M Buy
81,879
+1,377
+2% +$34.8K 0.01% 1183
2020
Q3 		$1.56M Sell
80,502
-2,745
-3% -$58.6K 0.01% 1232
2020
Q2 		$1.89M Buy
83,247
+1,504
+2% +$31.9K 0.01% 1132
2020
Q1 		$1.55M Buy
81,743
+46,486
+132% +$1.23M 0.01% 1126
2019
Q4 		$1.11M Buy
35,257
+14,316
+68% +$442K ﹤0.01% 1388
2019
Q3 		$620K Buy
20,941
+5,294
+34% +$151K ﹤0.01% 1636
2019
Q2 		$454K Sell
15,647
-387
-2% -$11.2K ﹤0.01% 1837
2019
Q1 		$452K Sell
16,034
-848
-5% -$25.2K ﹤0.01% 1801
2018
Q4 		$441K Sell
16,882
-3,811
-18% -$111K ﹤0.01% 1752
2018
Q3 		$677K Sell
20,693
-770
-4% -$26.2K ﹤0.01% 1616
2018
Q2 		$707K Buy
21,463
+1,459
+7% +$48.8K ﹤0.01% 1571
2018
Q1 		$636K Sell
20,004
-371
-2% -$12.2K ﹤0.01% 1580
2017
Q4 		$641K Buy
20,375
+1,460
+8% +$46.9K ﹤0.01% 1586
2017
Q3 		$606K Buy
18,915
+1,387
+8% +$41.5K ﹤0.01% 1570
2017
Q2 		$535K Buy
17,528
+753
+4% +$22.6K ﹤0.01% 1614
2017
Q1 		$507K Sell
16,775
-292
-2% -$8.96K ﹤0.01% 1534
2016
Q4 		$530K Buy
17,067
+1,243
+8% +$33.3K ﹤0.01% 1473
2016
Q3 		$367K Buy
15,824
+1,060
+7% +$25.2K ﹤0.01% 1624
2016
Q2 		$335K Buy
14,764
+1,070
+8% +$24.2K ﹤0.01% 1610
2016
Q1 		$292K Sell
13,694
-263
-2% -$5.46K ﹤0.01% 1675
2015
Q4 		$335K Buy
13,957
+847
+6% +$21.2K ﹤0.01% 1549
2015
Q3 		$312K Sell
13,110
-56
-0.4% -$1.38K ﹤0.01% 1545
2015
Q2 		$339K Sell
13,166
-58
-0.4% -$1.43K ﹤0.01% 1556
2015
Q1 		$307K Buy
13,224
+1,351
+11% +$29.4K ﹤0.01% 1550
2014
Q4 		$267K Buy
+11,873
New +$258K ﹤0.01% 1582
2014
Q3 		– Sell
-8,995
Closed -$221K – 1748
2014
Q2 		$221K Buy
8,995
+355
+4% +$8.44K ﹤0.01% 1571
2014
Q1 		$216K Buy
+8,640
New +$210K ﹤0.01% 1815
2013
Q4 		– Hold
0
– – – 1744

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aperio Group's CADE Position: Q4 2020 in Review

Aperio Group increased its Cadence Bank (CADE) stake by 1.7% in Q4 2020, buying an estimated $34.8K and bringing the position to 81,879 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #1183.

Aperio Group first reported a position in CADE in Q1 2014 and has held it in 27 quarters since. 202 funds tracked by Wall St. Rank hold CADE as of Q4 2020.

  • Aperio Group held 81,879 shares of Cadence Bank worth $2.25M as of Q4 2020.
  • Aperio Group bought 1,377 Cadence Bank shares in Q4 2020, an estimated $34.8K.
  • Cadence Bank made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1183 holding.
  • Aperio Group first reported a position in Cadence Bank in Q1 2014 and has held it in 27 quarters since.
  • 202 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2020.

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