CRC
CADE

Curi RMB Capital’s Cadence Bancorporation CADE Stock Holding History

Curi RMB Capital’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
Q3 		– Sell
-26,085
Closed -$545K – 476
2021
Q2 		$545K Buy
+26,085
New +$572K 0.02% 348
2019
Q3 		– Sell
-311,125
Closed -$6.47M – 837
2019
Q2 		$6.47M Sell
311,125
-105,613
-25% -$2.17M 0.16% 150
2019
Q1 		$7.73M Sell
416,738
-19,258
-4% -$366K 0.2% 137
2018
Q4 		$7.32M Sell
435,996
-207,834
-32% -$4.41M 0.19% 136
2018
Q3 		$16.8M Buy
643,830
+581,630
+935% +$16.3M 0.4% 76
2018
Q2 		$1.8M Buy
+62,200
New +$1.81M 0.04% 402

Other funds holding CADE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return