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Cadence Bank’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Cadence Bank’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,124
Closed -$207K – 333
2023
Q3 		$207K Hold
5,124
– – 0.02% 314
2023
Q2 		$205K Hold
5,124
– – 0.02% 328
2023
Q1 		$217K Buy
+5,124
New +$223K 0.02% 319

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

Cadence Bank's GUNR Position: Q4 2023 in Review

Cadence Bank sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q4 2023, closing a stake of 5,124 shares — an estimated $207K sold.

Cadence Bank first reported a position in GUNR in Q1 2023 and held it in 3 quarters. The position peaked at $217K in Q1 2023. 292 funds tracked by Wall St. Rank hold GUNR as of Q4 2023.

  • Cadence Bank reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
  • Cadence Bank sold 5,124 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q4 2023, an estimated $207K.
  • Cadence Bank first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2023 and held it in 3 quarters.
  • Cadence Bank's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $217K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q4 2023.

Based on Cadence Bank's 13F filing for Q4 2023, filed 13 Feb 2024.