Jacobs Levy Equity Management
CADE

Jacobs Levy Equity Management’s Cadence Bancorporation CADE Stock Holding History

Jacobs Levy Equity 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
Q4 		– Sell
-345,026
Closed -$7.58M – 1150
2021
Q3 		$7.58M Sell
345,026
-596
-0.2% -$12.2K 0.05% 357
2021
Q2 		$7.22M Sell
345,622
-1,008,030
-74% -$22.1M 0.05% 366
2021
Q1 		$28.1M Sell
1,353,652
-25,501
-2% -$519K 0.22% 124
2020
Q4 		$22.6M Sell
1,379,153
-29,850
-2% -$396K 0.2% 125
2020
Q3 		$12.1M Sell
1,409,003
-166,598
-11% -$1.44M 0.13% 181
2020
Q2 		$14M Buy
1,575,601
+796,055
+102% +$5.69M 0.15% 163
2020
Q1 		$5.11M Buy
+779,546
New +$10.8M 0.07% 288
2018
Q3 		– Sell
-76,514
Closed -$2.21M – 1148
2018
Q2 		$2.21M Buy
+76,514
New +$2.23M 0.03% 489

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return