JG
CADE

Joel Greenblatt’s Cadence Bancorporation CADE Stock Holding History

Joel Greenblatt’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
Q1 		– Sell
-15,727
Closed -$258K – 1155
2020
Q4 		$258K Sell
15,727
-114
-0.7% -$1.51K 0.01% 870
2020
Q3 		$136K Buy
15,841
+2,621
+20% +$22.7K ﹤0.01% 971
2020
Q2 		$117K Buy
+13,220
New +$94.5K ﹤0.01% 1007
2019
Q3 		– Sell
-15,762
Closed -$328K – 1298
2019
Q2 		$328K Buy
+15,762
New +$324K 0.01% 927

Other funds holding CADE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Joel Greenblatt's CADE Position: Q1 2021 in Review

Joel Greenblatt sold out of Cadence Bancorporation (CADE) in Q1 2021, closing a stake of 15,727 shares — an estimated $258K sold.

Joel Greenblatt first reported a position in CADE in Q2 2019 and held it in 4 quarters. The position peaked at $328K in Q2 2019. 231 funds tracked by Wall St. Rank hold CADE as of Q1 2021.

  • Joel Greenblatt reported no remaining Cadence Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Joel Greenblatt sold 15,727 Cadence Bancorporation shares in Q1 2021, an estimated $258K.
  • Joel Greenblatt first reported a position in Cadence Bancorporation in Q2 2019 and held it in 4 quarters.
  • Joel Greenblatt's Cadence Bancorporation position peaked at $328K in Q2 2019.
  • 231 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q1 2021.

Based on Gotham Asset Management's 13F filing for Q1 2021, filed 17 May 2021.