HAI
CADE

Hennessy Advisors Inc’s Cadence Bancorporation CADE Stock Holding History

Hennessy Advisors Inc’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
Q4 		– Sell
-220,000
Closed -$4.83M – 305
2021
Q3 		$4.83M Sell
220,000
-15,000
-6% -$306K 0.29% 122
2021
Q2 		$4.91M Hold
235,000
– – 0.27% 134
2021
Q1 		$4.87M Buy
235,000
+30,000
+15% +$611K 0.28% 121
2020
Q4 		$3.37M Sell
205,000
-5,000
-2% -$66.3K 0.22% 136
2020
Q3 		$1.8M Sell
210,000
-65,000
-24% -$562K 0.13% 213
2020
Q2 		$2.44M Sell
275,000
-40,000
-13% -$286K 0.17% 156
2020
Q1 		$2.06M Buy
315,000
+40,000
+15% +$552K 0.16% 147
2019
Q4 		$4.99M Buy
275,000
+90,000
+49% +$1.5M 0.25% 113
2019
Q3 		$3.25M Buy
+185,000
New +$3.17M 0.16% 152

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return