Cadence Bank’s Edwards Lifesciences EW Stock Holding History

Cadence Bank’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,395	Closed	-$251K	–	325
2024 Q4	$251K	Hold	3,395	–	–	0.02%	297
2024 Q3	$224K	Sell	3,395 -29	-0.8%	-$2.11K	0.02%	314
2024 Q2	$316K	Buy	3,424 +244	+8%	+$21.6K	0.02%	236
2024 Q1	$304K	Hold	3,180	–	–	0.02%	275
2023 Q4	$242K	Sell	3,180 -119	-4%	-$8.28K	0.02%	300
2023 Q3	$229K	Buy	3,299 +2	+0.1%	+$161	0.02%	304
2023 Q2	$311K	Buy	3,297 +92	+3%	+$8K	0.03%	275
2023 Q1	$265K	Hold	3,205	–	–	0.02%	290
2022 Q4	$239K	Hold	3,205	–	–	0.02%	304
2022 Q3	$265K	Hold	3,205	–	–	0.03%	280
2022 Q2	$305K	Hold	3,205	–	–	0.04%	159
2022 Q1	$377K	Buy	3,205 +25	+0.8%	+$2.81K	0.05%	152
2021 Q4	$412K	Hold	3,180	–	–	0.05%	154
2021 Q3	$360K	Hold	3,180	–	–	0.05%	157
2021 Q2	$329K	Hold	3,180	–	–	0.05%	162
2021 Q1	$266K	Buy	3,180 +300	+10%	+$25.4K	0.04%	173
2020 Q4	$263K	Hold	2,880	–	–	0.04%	192
2020 Q3	$230K	Buy	+2,880	New	+$225K	0.05%	167
2020 Q1	–	Sell	-2,880	Closed	-$224K	–	189
2019 Q4	$224K	Hold	2,880	–	–	0.04%	180
2019 Q3	$211K	Buy	+2,880	New	+$202K	0.02%	211

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Cadence Bank's EW Position: Q1 2025 in Review

Cadence Bank sold out of Edwards Lifesciences (EW) in Q1 2025, closing a stake of 3,395 shares — an estimated $251K sold.

Cadence Bank first reported a position in EW in Q3 2019 and held it in 20 quarters. The position peaked at $412K in Q4 2021. 1,206 funds tracked by Wall St. Rank hold EW as of Q1 2025.

Cadence Bank reported no remaining Edwards Lifesciences position as of Q1 2025 after selling out during the quarter.
Cadence Bank sold 3,395 Edwards Lifesciences shares in Q1 2025, an estimated $251K.
Cadence Bank first reported a position in Edwards Lifesciences in Q3 2019 and held it in 20 quarters.
Cadence Bank's Edwards Lifesciences position peaked at $412K in Q4 2021.
1,206 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2025.

Based on Cadence Bank's 13F filing for Q1 2025, filed 14 May 2025.