Denali Advisors’s Cadence Bank CADE Stock Holding History

Denali Advisors’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
2023 Q2	–	Sell	-39	Closed	-$810	–	483
2023 Q1	$810	Buy	39 +17	+77%	+$423	﹤0.01%	409
2022 Q4	$543	Buy	+22	New	+$590	﹤0.01%	410
2021 Q4	–	Sell	-15	Closed	–	–	386
2021 Q3	$0	Sell	15 -12	-44%	-$335	﹤0.01%	284
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	263
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	347
2020 Q4	$1K	Buy	+27	New	+$682	﹤0.01%	370

Other funds holding CADE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Denali Advisors's CADE Position: Q2 2023 in Review

Denali Advisors sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 39 shares — an estimated $810 sold.

Denali Advisors first reported a position in CADE in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q2 2021. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

Denali Advisors reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
Denali Advisors sold 39 Cadence Bank shares in Q2 2023, an estimated $810.
Denali Advisors first reported a position in Cadence Bank in Q4 2020 and held it in 6 quarters.
Denali Advisors's Cadence Bank position peaked at $1K in Q2 2021.
265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on Denali Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.