Cadence Bank NA’s S&P Global SPGI Stock Holding History

Cadence Bank NA’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,594	Closed	-$537K	–	169
2022 Q2	$537K	Hold	1,594	–	–	0.17%	118
2022 Q1	$654K	Buy	1,594 +1,089	+216%	+$444K	0.18%	120
2021 Q4	$238K	Hold	505	–	–	0.06%	197
2021 Q3	$215K	Hold	505	–	–	0.06%	208
2021 Q2	$207K	Buy	+505	New	+$194K	0.06%	208

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cadence Bank NA's SPGI Position: Q3 2022 in Review

Cadence Bank NA sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 1,594 shares — an estimated $537K sold.

Cadence Bank NA first reported a position in SPGI in Q2 2021 and held it in 5 quarters. The position peaked at $654K in Q1 2022. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

Cadence Bank NA reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 1,594 S&P Global shares in Q3 2022, an estimated $537K.
Cadence Bank NA first reported a position in S&P Global in Q2 2021 and held it in 5 quarters.
Cadence Bank NA's S&P Global position peaked at $654K in Q1 2022.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.