IIM
CADE

Ironwood Investment Management’s Cadence Bancorporation CADE Stock Holding History

Ironwood Investment 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
2021
Q3 		– Sell
-20,981
Closed -$438K – 175
2021
Q2 		$438K Sell
20,981
-503
-2% -$11K 0.22% 129
2021
Q1 		$445K Buy
21,484
+2,408
+13% +$49K 0.24% 126
2020
Q4 		$313K Sell
19,076
-2,839
-13% -$37.6K 0.18% 133
2020
Q3 		$188K Sell
21,915
-45
-0.2% -$389 0.13% 142
2020
Q2 		$195K Sell
21,960
-130
-0.6% -$929 0.15% 137
2020
Q1 		$145K Sell
22,090
-685
-3% -$9.45K 0.15% 140
2019
Q4 		$413K Sell
22,775
-2,080
-8% -$34.8K 0.29% 112
2019
Q3 		$436K Sell
24,855
-97
-0.4% -$1.66K 0.33% 108
2019
Q2 		$519K Sell
24,952
-13
-0.1% -$267 0.41% 91
2019
Q1 		$463K Buy
+24,965
New +$474K 0.38% 100

Other funds holding CADE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ironwood Investment Management's CADE Position: Q3 2021 in Review

Ironwood Investment Management sold out of Cadence Bancorporation (CADE) in Q3 2021, closing a stake of 20,981 shares — an estimated $438K sold.

Ironwood Investment Management first reported a position in CADE in Q1 2019 and held it in 10 quarters. The position peaked at $519K in Q2 2019. 235 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

  • Ironwood Investment Management reported no remaining Cadence Bancorporation position as of Q3 2021 after selling out during the quarter.
  • Ironwood Investment Management sold 20,981 Cadence Bancorporation shares in Q3 2021, an estimated $438K.
  • Ironwood Investment Management first reported a position in Cadence Bancorporation in Q1 2019 and held it in 10 quarters.
  • Ironwood Investment Management's Cadence Bancorporation position peaked at $519K in Q2 2019.
  • 235 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2021.

Based on Ironwood Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.