Enterprise Financial Services Corp (EFSC)’s Cadence Bank CADE Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-114	Closed	-$3K	–	519
2021 Q2	$3K	Hold	114	–	–	﹤0.01%	1034
2021 Q1	$4K	Hold	114	–	–	﹤0.01%	970
2020 Q4	$3K	Hold	114	–	–	﹤0.01%	975
2020 Q3	$2K	Hold	114	–	–	﹤0.01%	1034
2020 Q2	$3K	Buy	114 +88	+338%	+$1.87K	﹤0.01%	949
2020 Q1	$0	Buy	+26	New	+$687	﹤0.01%	1286
2015 Q2	–	Sell	-35	Closed	-$1K	–	1091
2015 Q1	$1K	Hold	35	–	–	﹤0.01%	1125
2014 Q4	$1K	Buy	+35	New	+$760	﹤0.01%	1137

Other funds holding CADE

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

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

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

SAM

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s CADE Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Cadence Bank (CADE) in Q3 2021, closing a stake of 114 shares — an estimated $3K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in CADE in Q4 2014 and held it in 8 quarters. The position peaked at $4K in Q1 2021. 219 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Cadence Bank position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 114 Cadence Bank shares in Q3 2021, an estimated $3K.
Enterprise Financial Services Corp (EFSC) first reported a position in Cadence Bank in Q4 2014 and held it in 8 quarters.
Enterprise Financial Services Corp (EFSC)'s Cadence Bank position peaked at $4K in Q1 2021.
219 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.