GF
CADE

Gries Financial’s Cadence Bank CADE Stock Holding History

Gries Financial’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
2022
Q3 		– Sell
-13,692
Closed -$321K – 148
2022
Q2 		$321K Sell
13,692
-31,386
-70% -$808K 0.15% 101
2022
Q1 		$1.32M Buy
45,078
+15,065
+50% +$470K 0.49% 63
2021
Q4 		$894K Sell
30,013
-31,034
-51% -$937K 0.37% 77
2021
Q3 		$1.82M Buy
+61,047
New +$1.7M 0.57% 51

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gries Financial's CADE Position: Q3 2022 in Review

Gries Financial sold out of Cadence Bank (CADE) in Q3 2022, closing a stake of 13,692 shares — an estimated $321K sold.

Gries Financial first reported a position in CADE in Q3 2021 and held it in 4 quarters. The position peaked at $1.82M in Q3 2021. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

  • Gries Financial reported no remaining Cadence Bank position as of Q3 2022 after selling out during the quarter.
  • Gries Financial sold 13,692 Cadence Bank shares in Q3 2022, an estimated $321K.
  • Gries Financial first reported a position in Cadence Bank in Q3 2021 and held it in 4 quarters.
  • Gries Financial's Cadence Bank position peaked at $1.82M in Q3 2021.
  • 312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on Gries Financial's 13F filing for Q3 2022, filed 31 Oct 2022.