Bank of Montreal
CADE

Bank of Montreal’s Cadence Bancorporation CADE Stock Holding History

Bank of Montreal’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
2021
Q4 		– Sell
-774,613
Closed -$17.2M – 4086
2021
Q3 		$17.2M Sell
774,613
-32,815
-4% -$670K 0.01% 1019
2021
Q2 		$16.9M Buy
807,428
+168,482
+26% +$3.69M 0.01% 992
2021
Q1 		$13.3M Sell
638,946
-137,309
-18% -$2.8M 0.01% 869
2020
Q4 		$15.3M Buy
776,255
+760,245
+4,749% +$10.1M 0.01% 816
2020
Q3 		$161K Sell
16,010
-4,492
-22% -$38.8K ﹤0.01% 2832
2020
Q2 		$154K Buy
20,502
+8,447
+70% +$60.4K ﹤0.01% 2868
2020
Q1 		$69K Sell
12,055
-8,661
-42% -$119K ﹤0.01% 2772
2019
Q4 		$375K Buy
20,716
+5,188
+33% +$86.7K ﹤0.01% 2819
2019
Q3 		$272K Buy
15,528
+1,708
+12% +$29.2K ﹤0.01% 2732
2019
Q2 		$287K Buy
13,820
+11,125
+413% +$229K ﹤0.01% 2737
2019
Q1 		$50K Buy
2,695
+136
+5% +$2.58K ﹤0.01% 3348
2018
Q4 		$43K Buy
2,559
+1,721
+205% +$36.5K ﹤0.01% 3347
2018
Q3 		$22K Buy
838
+166
+25% +$4.66K ﹤0.01% 3687
2018
Q2 		$20K Buy
672
+334
+99% +$9.72K ﹤0.01% 3753
2018
Q1 		$9K Buy
+338
New +$9.41K ﹤0.01% 3809

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of Montreal's CADE Position: Q4 2021 in Review

Bank of Montreal sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 774,613 shares — an estimated $17.2M sold.

Bank of Montreal first reported a position in CADE in Q1 2018 and held it in 15 quarters. The position peaked at $17.2M in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Bank of Montreal reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Bank of Montreal sold 774,613 Cadence Bancorporation shares in Q4 2021, an estimated $17.2M.
  • Bank of Montreal first reported a position in Cadence Bancorporation in Q1 2018 and held it in 15 quarters.
  • Bank of Montreal's Cadence Bancorporation position peaked at $17.2M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Bank of Montreal's 13F filing for Q4 2021, filed 11 Feb 2022.