Homrich & Berg’s Cadence Bank CADE Stock Holding History

Homrich & Berg’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 Q3	–	Sell	-8,723	Closed	-$247K	–	482
2021 Q2	$247K	Buy	+8,723	New	+$265K	0.01%	409

Other funds holding CADE

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Homrich & Berg's CADE Position: Q3 2021 in Review

Homrich & Berg sold out of Cadence Bank (CADE) in Q3 2021, closing a stake of 8,723 shares — an estimated $247K sold.

Homrich & Berg first reported a position in CADE in Q2 2021 and held it in 1 quarter. The position peaked at $247K in Q2 2021. 219 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

Homrich & Berg reported no remaining Cadence Bank position as of Q3 2021 after selling out during the quarter.
Homrich & Berg sold 8,723 Cadence Bank shares in Q3 2021, an estimated $247K.
Homrich & Berg first reported a position in Cadence Bank in Q2 2021 and held it in 1 quarter.
Homrich & Berg's Cadence Bank position peaked at $247K in Q2 2021.
219 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.