Institutional & Family Asset Management’s Cadence Design Systems CDNS Stock Holding History

Institutional & Family Asset Management’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
2023 Q3	–	Sell	-3	Closed	-$704	–	722
2023 Q2	$704	Buy	+3	New	+$653	﹤0.01%	653
2020 Q1	–	Sell	-40	Closed	-$3K	–	819
2019 Q4	$3K	Hold	40	–	–	﹤0.01%	647
2019 Q3	$3K	Hold	40	–	–	﹤0.01%	615
2019 Q2	$3K	Buy	+40	New	+$2.67K	﹤0.01%	652

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Institutional & Family Asset Management's CDNS Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Cadence Design Systems (CDNS) in Q3 2023, closing a stake of 3 shares — an estimated $704 sold.

Institutional & Family Asset Management first reported a position in CDNS in Q2 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 1,037 funds tracked by Wall St. Rank hold CDNS as of Q3 2023.

Institutional & Family Asset Management reported no remaining Cadence Design Systems position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 3 Cadence Design Systems shares in Q3 2023, an estimated $704.
Institutional & Family Asset Management first reported a position in Cadence Design Systems in Q2 2019 and held it in 4 quarters.
Institutional & Family Asset Management's Cadence Design Systems position peaked at $3K in Q4 2019.
1,037 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.