CM
CADE

CM Management’s Cadence Bank CADE Stock Holding History

CM 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
2024
Q4 		– Sell
-10,000
Closed -$319K – 58
2024
Q3 		$319K Hold
10,000
– – 0.25% 60
2024
Q2 		$283K Hold
10,000
– – 0.26% 60
2024
Q1 		$290K Hold
10,000
– – 0.24% 64
2023
Q4 		$296K Hold
10,000
– – 0.24% 66
2023
Q3 		$212K Hold
10,000
– – 0.23% 61
2023
Q2 		$196K Buy
+10,000
New +$197K 0.19% 69
2022
Q3 		– Sell
-70,000
Closed -$1.64M – 72
2022
Q2 		$1.64M Buy
70,000
+20,000
+40% +$515K 1.75% 19
2022
Q1 		$1.46M Sell
50,000
-13,000
-21% -$406K 1.23% 29
2021
Q4 		$1.88M Buy
+63,000
New +$1.9M 1.42% 21

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CM Management's CADE Position: Q4 2024 in Review

CM Management sold out of Cadence Bank (CADE) in Q4 2024, closing a stake of 10,000 shares — an estimated $319K sold.

CM Management first reported a position in CADE in Q4 2021 and held it in 9 quarters. The position peaked at $1.88M in Q4 2021. 337 funds tracked by Wall St. Rank hold CADE as of Q4 2024.

  • CM Management reported no remaining Cadence Bank position as of Q4 2024 after selling out during the quarter.
  • CM Management sold 10,000 Cadence Bank shares in Q4 2024, an estimated $319K.
  • CM Management first reported a position in Cadence Bank in Q4 2021 and held it in 9 quarters.
  • CM Management's Cadence Bank position peaked at $1.88M in Q4 2021.
  • 337 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2024.

Based on CM Management's 13F filing for Q4 2024, filed 7 Feb 2025.