Jacobs Levy Equity Management’s Cadence Bank 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
2018 Q4	–	Sell	-7,131	Closed	-$233K	–	983
2018 Q3	$233K	Sell	7,131 -1,550	-18%	-$52.7K	﹤0.01%	908
2018 Q2	$286K	Sell	8,681 -3,340	-28%	-$112K	﹤0.01%	895
2018 Q1	$382K	Sell	12,021 -13,900	-54%	-$457K	0.01%	818
2017 Q4	$815K	Sell	25,921 -1,840	-7%	-$59.1K	0.01%	659
2017 Q3	$890K	Sell	27,761 -3,340	-11%	-$99.9K	0.02%	604
2017 Q2	$949K	Buy	31,101 +8,670	+39%	+$260K	0.02%	573
2017 Q1	$679K	Hold	22,431	–	–	0.01%	620
2016 Q4	$696K	Hold	22,431	–	–	0.01%	621
2016 Q3	$520K	Hold	22,431	–	–	0.01%	710
2016 Q2	$509K	Hold	22,431	–	–	0.01%	749
2016 Q1	$478K	Hold	22,431	–	–	0.01%	735
2015 Q4	$538K	Hold	22,431	–	–	0.01%	544
2015 Q3	$533K	Hold	22,431	–	–	0.01%	572
2015 Q2	$578K	Hold	22,431	–	–	0.01%	549
2015 Q1	$521K	Sell	22,431 -4,000	-15%	-$87.2K	0.01%	578
2014 Q4	$595K	Buy	+26,431	New	+$574K	0.01%	583

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Jacobs Levy Equity Management's CADE Position: Q4 2018 in Review

Jacobs Levy Equity Management sold out of Cadence Bank (CADE) in Q4 2018, closing a stake of 7,131 shares — an estimated $233K sold.

Jacobs Levy Equity Management first reported a position in CADE in Q4 2014 and held it in 16 quarters. The position peaked at $949K in Q2 2017. 197 funds tracked by Wall St. Rank hold CADE as of Q4 2018.

Jacobs Levy Equity Management reported no remaining Cadence Bank position as of Q4 2018 after selling out during the quarter.
Jacobs Levy Equity Management sold 7,131 Cadence Bank shares in Q4 2018, an estimated $233K.
Jacobs Levy Equity Management first reported a position in Cadence Bank in Q4 2014 and held it in 16 quarters.
Jacobs Levy Equity Management's Cadence Bank position peaked at $949K in Q2 2017.
197 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2018.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2018, filed 14 Feb 2019.