Dimensional Fund Advisors
CADE

Dimensional Fund Advisors’s Cadence Bancorporation CADE Stock Holding History

Dimensional Fund 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
2021
Q4 		– Sell
-5,280,539
Closed -$116M – 3615
2021
Q3 		$116M Sell
5,280,539
-28,872
-0.5% -$589K 0.04% 719
2021
Q2 		$111M Sell
5,309,411
-275,242
-5% -$6.03M 0.04% 766
2021
Q1 		$116M Sell
5,584,653
-21,753
-0.4% -$443K 0.04% 696
2020
Q4 		$92.1M Sell
5,606,406
-21,044
-0.4% -$279K 0.03% 813
2020
Q3 		$48.3M Sell
5,627,450
-625,216
-10% -$5.4M 0.02% 1232
2020
Q2 		$55.4M Sell
6,252,666
-263,287
-4% -$1.88M 0.02% 1119
2020
Q1 		$42.7M Buy
6,515,953
+220,040
+3% +$3.03M 0.02% 1160
2019
Q4 		$114M Buy
6,295,913
+635,236
+11% +$10.6M 0.04% 618
2019
Q3 		$99.3M Buy
5,660,677
+473,261
+9% +$8.1M 0.04% 686
2019
Q2 		$108M Buy
5,187,416
+711,695
+16% +$14.6M 0.04% 614
2019
Q1 		$83M Buy
4,475,721
+2,422,427
+118% +$46M 0.03% 843
2018
Q4 		$34.5M Buy
2,053,294
+1,477,605
+257% +$31.3M 0.02% 1618
2018
Q3 		$15M Buy
575,689
+262,750
+84% +$7.37M 0.01% 2259
2018
Q2 		$9.03M Buy
312,939
+304,519
+3,617% +$8.87M ﹤0.01% 2465
2018
Q1 		$229K Buy
+8,420
New +$234K ﹤0.01% 3213

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

Dimensional Fund Advisors's CADE Position: Q4 2021 in Review

Dimensional Fund Advisors sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 5,280,539 shares — an estimated $116M sold.

Dimensional Fund Advisors first reported a position in CADE in Q1 2018 and held it in 15 quarters. The position peaked at $116M in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Dimensional Fund Advisors reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Dimensional Fund Advisors sold 5,280,539 Cadence Bancorporation shares in Q4 2021, an estimated $116M.
  • Dimensional Fund Advisors first reported a position in Cadence Bancorporation in Q1 2018 and held it in 15 quarters.
  • Dimensional Fund Advisors's Cadence Bancorporation position peaked at $116M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Dimensional Fund Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.