James Investment Research’s Cadence Bank CADE Stock Holding History

James Investment Research’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
2023 Q3	–	Sell	-11,065	Closed	-$217K	–	292
2023 Q2	$217K	Hold	11,065	–	–	0.03%	253
2023 Q1	$230K	Hold	11,065	–	–	0.03%	254
2022 Q4	$273K	Hold	11,065	–	–	0.04%	233
2022 Q3	$281K	Hold	11,065	–	–	0.04%	223
2022 Q2	$260K	Buy	11,065 +37	+0.3%	+$952	0.03%	226
2022 Q1	$323K	Buy	11,028 +28	+0.3%	+$873	0.03%	235
2021 Q4	$328K	Hold	11,000	–	–	0.03%	236
2021 Q3	$328K	Buy	+11,000	New	+$307K	0.03%	230

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

SAM

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

James Investment Research's CADE Position: Q3 2023 in Review

James Investment Research sold out of Cadence Bank (CADE) in Q3 2023, closing a stake of 11,065 shares — an estimated $217K sold.

James Investment Research first reported a position in CADE in Q3 2021 and held it in 8 quarters. The position peaked at $328K in Q4 2021. 255 funds tracked by Wall St. Rank hold CADE as of Q3 2023.

James Investment Research reported no remaining Cadence Bank position as of Q3 2023 after selling out during the quarter.
James Investment Research sold 11,065 Cadence Bank shares in Q3 2023, an estimated $217K.
James Investment Research first reported a position in Cadence Bank in Q3 2021 and held it in 8 quarters.
James Investment Research's Cadence Bank position peaked at $328K in Q4 2021.
255 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2023.

Based on James Investment Research's 13F filing for Q3 2023, filed 31 Oct 2023.