BCM
CADE

BHZ Capital Management’s Cadence Bank CADE Stock Holding History

BHZ Capital Management’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
2023
Q2 		– Sell
-11,976
Closed -$249K – 77
2023
Q1 		$249K Buy
+11,976
New +$298K 0.12% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BHZ Capital Management's CADE Position: Q2 2023 in Review

BHZ Capital Management sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 11,976 shares — an estimated $249K sold.

BHZ Capital Management first reported a position in CADE in Q1 2023 and held it in 1 quarter. The position peaked at $249K in Q1 2023. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

  • BHZ Capital Management reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
  • BHZ Capital Management sold 11,976 Cadence Bank shares in Q2 2023, an estimated $249K.
  • BHZ Capital Management first reported a position in Cadence Bank in Q1 2023 and held it in 1 quarter.
  • BHZ Capital Management's Cadence Bank position peaked at $249K in Q1 2023.
  • 265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on BHZ Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.