Itau Unibanco Holding S.A.’s Cadence Bank CADE Stock Holding History

Itau Unibanco Holding S.A.’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
2020 Q1	–	Sell	-1,019	Closed	-$32K	–	488
2019 Q4	$32K	Buy	+1,019	New	+$31.5K	﹤0.01%	769
2017 Q3	–	Sell	-190	Closed	-$6K	–	624
2017 Q2	$6K	Sell	190 -30	-14%	-$899	﹤0.01%	568
2017 Q1	$7K	Buy	+220	New	+$6.75K	﹤0.01%	597

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

SAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CRM

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

Itau Unibanco Holding S.A.'s CADE Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of Cadence Bank (CADE) in Q1 2020, closing a stake of 1,019 shares — an estimated $32K sold.

Itau Unibanco Holding S.A. first reported a position in CADE in Q1 2017 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 195 funds tracked by Wall St. Rank hold CADE as of Q1 2020.

Itau Unibanco Holding S.A. reported no remaining Cadence Bank position as of Q1 2020 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 1,019 Cadence Bank shares in Q1 2020, an estimated $32K.
Itau Unibanco Holding S.A. first reported a position in Cadence Bank in Q1 2017 and held it in 3 quarters.
Itau Unibanco Holding S.A.'s Cadence Bank position peaked at $32K in Q4 2019.
195 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.