JFG
CADE

Jefferies Financial Group’s Cadence Bank CADE Stock Holding History

Jefferies Financial Group’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
2024
Q1 		– Sell
-30,250
Closed -$895K – 1643
2023
Q4 		$895K Buy
+30,250
New +$738K 0.01% 1005

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jefferies Financial Group's CADE Position: Q1 2024 in Review

Jefferies Financial Group sold out of Cadence Bank (CADE) in Q1 2024, closing a stake of 30,250 shares — an estimated $895K sold.

Jefferies Financial Group first reported a position in CADE in Q4 2023 and held it in 1 quarter. The position peaked at $895K in Q4 2023. 282 funds tracked by Wall St. Rank hold CADE as of Q1 2024.

  • Jefferies Financial Group reported no remaining Cadence Bank position as of Q1 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 30,250 Cadence Bank shares in Q1 2024, an estimated $895K.
  • Jefferies Financial Group first reported a position in Cadence Bank in Q4 2023 and held it in 1 quarter.
  • Jefferies Financial Group's Cadence Bank position peaked at $895K in Q4 2023.
  • 282 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2024.

Based on Jefferies Financial Group's 13F filing for Q1 2024, filed 13 May 2024.