HFM
CADE

Harvest Fund Management’s Cadence Bank CADE Stock Holding History

Harvest Fund Management’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
Q4 		– Sell
-987
Closed -$25K – 765
2022
Q3 		$25K Hold
987
– – 0.01% 518
2022
Q2 		$23K Hold
987
– – 0.01% 527
2022
Q1 		$28K Hold
987
– – 0.01% 538
2021
Q4 		$29K Sell
987
-424
-30% -$12.8K ﹤0.01% 569
2021
Q3 		$30K Buy
+1,411
New +$39.3K 0.01% 528

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Harvest Fund Management's CADE Position: Q4 2022 in Review

Harvest Fund Management sold out of Cadence Bank (CADE) in Q4 2022, closing a stake of 987 shares — an estimated $25K sold.

Harvest Fund Management first reported a position in CADE in Q3 2021 and held it in 5 quarters. The position peaked at $30K in Q3 2021. 310 funds tracked by Wall St. Rank hold CADE as of Q4 2022.

  • Harvest Fund Management reported no remaining Cadence Bank position as of Q4 2022 after selling out during the quarter.
  • Harvest Fund Management sold 987 Cadence Bank shares in Q4 2022, an estimated $25K.
  • Harvest Fund Management first reported a position in Cadence Bank in Q3 2021 and held it in 5 quarters.
  • Harvest Fund Management's Cadence Bank position peaked at $30K in Q3 2021.
  • 310 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2022.

Based on Harvest Fund Management's 13F filing for Q4 2022, filed 6 Feb 2023.