Aviva
CADE

Aviva’s Cadence Bank CADE Stock Holding History

Aviva’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
2022
Q3 		– Sell
-36,522
Closed -$858K – 1007
2022
Q2 		$858K Hold
36,522
– – ﹤0.01% 984
2022
Q1 		$1.07M Hold
36,522
– – 0.01% 963
2021
Q4 		$1.09M Buy
+36,522
New +$1.1M ﹤0.01% 928
2021
Q2 		– Sell
-62,285
Closed -$2.02M – 883
2021
Q1 		$2.02M Hold
62,285
– – 0.01% 697
2020
Q4 		$1.71M Buy
62,285
+15,452
+33% +$390K 0.01% 716
2020
Q3 		$908K Hold
46,833
– – 0.01% 857
2020
Q2 		$1.06M Buy
46,833
+10,158
+28% +$215K 0.01% 868
2020
Q1 		$694K Sell
36,675
-25,622
-41% -$677K 0.01% 870
2019
Q4 		$1.96M Buy
62,297
+5,611
+10% +$173K 0.01% 736
2019
Q3 		$1.68M Buy
56,686
+16,046
+39% +$458K 0.01% 675
2019
Q2 		$1.18M Buy
+40,640
New +$1.18M 0.01% 728

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aviva's CADE Position: Q3 2022 in Review

Aviva sold out of Cadence Bank (CADE) in Q3 2022, closing a stake of 36,522 shares — an estimated $858K sold.

Aviva first reported a position in CADE in Q2 2019 and held it in 11 quarters. The position peaked at $2.02M in Q1 2021. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

  • Aviva reported no remaining Cadence Bank position as of Q3 2022 after selling out during the quarter.
  • Aviva sold 36,522 Cadence Bank shares in Q3 2022, an estimated $858K.
  • Aviva first reported a position in Cadence Bank in Q2 2019 and held it in 11 quarters.
  • Aviva's Cadence Bank position peaked at $2.02M in Q1 2021.
  • 312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on Aviva's 13F filing for Q3 2022, filed 14 Nov 2022.