Grandfield & Dodd’s Cadence Bank CADE Stock Holding History

Grandfield & Dodd’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 Q2	–	Sell	-6,345	Closed	-$210K	–	205
2021 Q1	$210K	Buy	+6,345	New	+$196K	0.02%	190
2018 Q4	–	Sell	-6,345	Closed	-$207K	–	167
2018 Q3	$207K	Hold	6,345	–	–	0.02%	180
2018 Q2	$209K	Hold	6,345	–	–	0.02%	173
2018 Q1	$202K	Buy	+6,345	New	+$209K	0.02%	176
2017 Q4	–	Sell	-6,345	Closed	-$203K	–	184
2017 Q3	$203K	Buy	+6,345	New	+$190K	0.02%	181

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

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

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

Grandfield & Dodd's CADE Position: Q2 2021 in Review

Grandfield & Dodd sold out of Cadence Bank (CADE) in Q2 2021, closing a stake of 6,345 shares — an estimated $210K sold.

Grandfield & Dodd first reported a position in CADE in Q3 2017 and held it in 5 quarters. The position peaked at $210K in Q1 2021. 221 funds tracked by Wall St. Rank hold CADE as of Q2 2021.

Grandfield & Dodd reported no remaining Cadence Bank position as of Q2 2021 after selling out during the quarter.
Grandfield & Dodd sold 6,345 Cadence Bank shares in Q2 2021, an estimated $210K.
Grandfield & Dodd first reported a position in Cadence Bank in Q3 2017 and held it in 5 quarters.
Grandfield & Dodd's Cadence Bank position peaked at $210K in Q1 2021.
221 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2021.

Based on Grandfield & Dodd's 13F filing for Q2 2021, filed 28 Jul 2021.