JG
CADE

Jefferies Group’s Cadence Bank CADE Stock Holding History

Jefferies 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
2022
Q3 		– Sell
-22,267
Closed -$523K – 1676
2022
Q2 		$523K Buy
+22,267
New +$573K ﹤0.01% 976
2020
Q1 		– Sell
-14,380
Closed -$452K – 2109
2019
Q4 		$452K Buy
14,380
+964
+7% +$29.8K ﹤0.01% 1871
2019
Q3 		$397K Buy
+13,416
New +$383K ﹤0.01% 2009
2019
Q2 		– Sell
-47,814
Closed -$1.35M – 2545
2019
Q1 		$1.35M Buy
+47,814
New +$1.42M 0.01% 1111
2016
Q1 		– Sell
-15,225
Closed -$365K – 2225
2015
Q4 		$365K Buy
+15,225
New +$382K ﹤0.01% 1697

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Group's CADE Position: Q3 2022 in Review

Jefferies Group sold out of Cadence Bank (CADE) in Q3 2022, closing a stake of 22,267 shares — an estimated $523K sold.

Jefferies Group first reported a position in CADE in Q4 2015 and held it in 5 quarters. The position peaked at $1.35M in Q1 2019. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

  • Jefferies Group reported no remaining Cadence Bank position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 22,267 Cadence Bank shares in Q3 2022, an estimated $523K.
  • Jefferies Group first reported a position in Cadence Bank in Q4 2015 and held it in 5 quarters.
  • Jefferies Group's Cadence Bank position peaked at $1.35M in Q1 2019.
  • 312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.