Holocene Advisors
CADE

Holocene Advisors’s Cadence Bank CADE Stock Holding History

Holocene Advisors’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
2024
Q3 		– Sell
-411,684
Closed -$11.6M – 724
2024
Q2 		$11.6M Buy
+411,684
New +$11.6M 0.05% 234
2023
Q3 		– Sell
-116,678
Closed -$2.29M – 728
2023
Q2 		$2.29M Buy
116,678
+45,412
+64% +$896K 0.01% 517
2023
Q1 		$1.48M Buy
+71,266
New +$1.77M 0.01% 519
2022
Q4 		– Sell
-91,378
Closed -$2.32M – 703
2022
Q3 		$2.32M Sell
91,378
-9,689
-10% -$249K 0.01% 383
2022
Q2 		$2.37M Buy
101,067
+30,742
+44% +$791K 0.01% 494
2022
Q1 		$2.06M Sell
70,325
-5,788
-8% -$181K 0.01% 506
2021
Q4 		$2.27M Sell
76,113
-67,367
-47% -$2.03M 0.01% 493
2021
Q3 		$4.27M Buy
143,480
+52,396
+58% +$1.46M 0.02% 375
2021
Q2 		$2.58M Buy
91,084
+56,615
+164% +$1.72M 0.01% 500
2021
Q1 		$1.12M Buy
34,469
+15,397
+81% +$475K 0.01% 675
2020
Q4 		$523K Sell
19,072
-10,464
-35% -$264K ﹤0.01% 634
2020
Q3 		$572K Buy
+29,536
New +$631K ﹤0.01% 562
2020
Q2 		– Sell
-86,814
Closed -$1.64M – 624
2020
Q1 		$1.64M Buy
86,814
+34,082
+65% +$901K 0.02% 315
2019
Q4 		$1.66M Buy
52,732
+6,127
+13% +$189K 0.01% 456
2019
Q3 		$1.38M Buy
46,605
+20,306
+77% +$580K 0.01% 404
2019
Q2 		$764K Buy
26,299
+13,028
+98% +$378K 0.01% 349
2019
Q1 		$375K Sell
13,271
-219
-2% -$6.5K 0.01% 491
2018
Q4 		$353K Sell
13,490
-9,567
-41% -$278K 0.01% 510
2018
Q3 		$754K Buy
23,057
+15,497
+205% +$527K 0.01% 418
2018
Q2 		$249K Sell
7,560
-10,132
-57% -$339K 0.01% 520
2018
Q1 		$563K Sell
17,692
-1,998
-10% -$65.8K 0.01% 222
2017
Q4 		$619K Buy
+19,690
New +$633K 0.02% 347

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Holocene Advisors's CADE Position: Q3 2024 in Review

Holocene Advisors sold out of Cadence Bank (CADE) in Q3 2024, closing a stake of 411,684 shares — an estimated $11.6M sold.

Holocene Advisors first reported a position in CADE in Q4 2017 and held it in 22 quarters. The position peaked at $11.6M in Q2 2024. 327 funds tracked by Wall St. Rank hold CADE as of Q3 2024.

  • Holocene Advisors reported no remaining Cadence Bank position as of Q3 2024 after selling out during the quarter.
  • Holocene Advisors sold 411,684 Cadence Bank shares in Q3 2024, an estimated $11.6M.
  • Holocene Advisors first reported a position in Cadence Bank in Q4 2017 and held it in 22 quarters.
  • Holocene Advisors's Cadence Bank position peaked at $11.6M in Q2 2024.
  • 327 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2024.

Based on Holocene Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.