Berman Capital Advisors’s Cadence Bank CADE Stock Holding History

Berman Capital Advisors’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 Q3	$6K	Buy	+229	New	+$6.39K	﹤0.01%	1363
2020 Q4	–	Sell	-20	Closed	–	–	1680
2020 Q3	$0	Hold	20	–	–	﹤0.01%	1607
2020 Q2	$0	Sell	20 -20	-50%	-$424	﹤0.01%	1625
2020 Q1	$0	Sell	40 -110	-73%	-$2.91K	﹤0.01%	1480
2019 Q4	$4K	Buy	150 +1	+0.7%	+$31	﹤0.01%	1014
2019 Q3	$4K	Buy	149 +1	+0.7%	+$29	﹤0.01%	988
2019 Q2	$4K	Hold	148	–	–	﹤0.01%	1004
2019 Q1	$4K	Buy	148 +108	+270%	+$3.21K	﹤0.01%	904
2018 Q4	$1K	Buy	+40	New	+$1.16K	﹤0.01%	954

Other funds holding CADE

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Berman Capital Advisors's CADE Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Cadence Bank (CADE) in Q3 2021: 229 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1363 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in CADE as recently as Q3 2020.

Berman Capital Advisors first reported a position in CADE in Q4 2018 and has held it in 9 quarters since. 219 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

Berman Capital Advisors held 229 shares of Cadence Bank worth $6K as of Q3 2021.
Cadence Bank was a new Berman Capital Advisors position in Q3 2021.
Cadence Bank made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1363 holding.
Berman Capital Advisors first reported a position in Cadence Bank in Q4 2018 and has held it in 9 quarters since.
219 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.