ClearBridge Investments
CADE

ClearBridge Investments’s Cadence Bancorporation CADE Stock Holding History

ClearBridge Investments’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
Q4 		– Sell
-850,807
Closed -$18.7M – 830
2021
Q3 		$18.7M Buy
850,807
+56,285
+7% +$1.15M 0.01% 503
2021
Q2 		$16.6M Buy
794,522
+594,342
+297% +$13M 0.01% 545
2021
Q1 		$4.15M Buy
+200,180
New +$4.08M ﹤0.01% 608
2020
Q2 		– Sell
-29
Closed -$1K – 1102
2020
Q1 		$1K Sell
29
-1,557,278
-100% -$21.5M ﹤0.01% 1051
2019
Q4 		$28.3M Buy
1,557,307
+325,250
+26% +$5.44M 0.02% 398
2019
Q3 		$21.6M Sell
1,232,057
-108,207
-8% -$1.85M 0.02% 414
2019
Q2 		$27.9M Sell
1,340,264
-81,067
-6% -$1.67M 0.02% 383
2019
Q1 		$26.4M Sell
1,421,331
-182,132
-11% -$3.46M 0.02% 395
2018
Q4 		$26.9M Buy
1,603,463
+313,884
+24% +$6.66M 0.03% 386
2018
Q3 		$33.7M Buy
1,289,579
+1,289,474
+1,228,070% +$36.2M 0.03% 378
2018
Q2 		$3K Buy
105
+15
+17% +$437 ﹤0.01% 1083
2018
Q1 		$2K Hold
90
– – ﹤0.01% 1114
2017
Q4 		$2K Sell
90
-2,205
-96% -$53.1K ﹤0.01% 1132
2017
Q3 		$53K Buy
2,295
+247
+12% +$5.4K ﹤0.01% 840
2017
Q2 		$45K Buy
+2,048
New +$45.7K ﹤0.01% 857

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return
EM
ELCO Management New York $232M AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

ClearBridge Investments's CADE Position: Q4 2021 in Review

ClearBridge Investments sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 850,807 shares — an estimated $18.7M sold.

ClearBridge Investments first reported a position in CADE in Q2 2017 and held it in 15 quarters. The position peaked at $33.7M in Q3 2018. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • ClearBridge Investments reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • ClearBridge Investments sold 850,807 Cadence Bancorporation shares in Q4 2021, an estimated $18.7M.
  • ClearBridge Investments first reported a position in Cadence Bancorporation in Q2 2017 and held it in 15 quarters.
  • ClearBridge Investments's Cadence Bancorporation position peaked at $33.7M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on ClearBridge Investments's 13F filing for Q4 2021, filed 11 Feb 2022.