DI
CADE

Disciplined Investments’s Cadence Bank CADE Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-22
Closed -$432 – 314
2023
Q2 		$432 Sell
22
-12
-35% -$237 ﹤0.01% 1278
2023
Q1 		$706 Buy
34
+11
+48% +$274 ﹤0.01% 1109
2022
Q4 		$567 Sell
23
-11
-32% -$295 ﹤0.01% 1146
2022
Q3 		$1K Buy
34
+12
+55% +$308 ﹤0.01% 811
2022
Q2 		$1K Sell
22
-4
-15% -$103 ﹤0.01% 830
2022
Q1 		$1K Buy
+26
New +$811 ﹤0.01% 891

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Disciplined Investments's CADE Position: Q3 2023 in Review

Disciplined Investments sold out of Cadence Bank (CADE) in Q3 2023, closing a stake of 22 shares — an estimated $432 sold.

Disciplined Investments first reported a position in CADE in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 255 funds tracked by Wall St. Rank hold CADE as of Q3 2023.

  • Disciplined Investments reported no remaining Cadence Bank position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 22 Cadence Bank shares in Q3 2023, an estimated $432.
  • Disciplined Investments first reported a position in Cadence Bank in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Cadence Bank position peaked at $1K in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.