Ground Swell Capital’s Cadence Design Systems CDNS Stock Holding History

Ground Swell Capital’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-691	Closed	-$215K	–	178
2024 Q1	$215K	Buy	+691	New	+$204K	0.2%	43
2023 Q1	–	Sell	-2,305	Closed	-$370K	–	63
2022 Q4	$370K	Buy	+2,305	New	+$368K	1.64%	10
2022 Q3	–	Sell	-3,457	Closed	-$519K	–	115
2022 Q2	$519K	Buy	+3,457	New	+$522K	0.95%	15
2021 Q2	–	Sell	-2,589	Closed	-$355K	–	96
2021 Q1	$355K	Buy	+2,589	New	+$347K	1.15%	21

Other funds holding CDNS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ground Swell Capital's CDNS Position: Q2 2024 in Review

Ground Swell Capital sold out of Cadence Design Systems (CDNS) in Q2 2024, closing a stake of 691 shares — an estimated $215K sold.

Ground Swell Capital first reported a position in CDNS in Q1 2021 and held it in 4 quarters. The position peaked at $519K in Q2 2022. 1,269 funds tracked by Wall St. Rank hold CDNS as of Q2 2024.

Ground Swell Capital reported no remaining Cadence Design Systems position as of Q2 2024 after selling out during the quarter.
Ground Swell Capital sold 691 Cadence Design Systems shares in Q2 2024, an estimated $215K.
Ground Swell Capital first reported a position in Cadence Design Systems in Q1 2021 and held it in 4 quarters.
Ground Swell Capital's Cadence Design Systems position peaked at $519K in Q2 2022.
1,269 funds tracked by Wall St. Rank held Cadence Design Systems as of Q2 2024.

Based on Ground Swell Capital's 13F filing for Q2 2024, filed 7 Aug 2024.