JG
CADE

Joel Greenblatt’s Cadence Bank 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
2023
Q3 		– Sell
-14,628
Closed -$287K – 1333
2023
Q2 		$287K Sell
14,628
-139
-0.9% -$2.74K 0.01% 1129
2023
Q1 		$307K Buy
+14,767
New +$367K 0.01% 1123
2013
Q4 		– Sell
-10,822
Closed -$216K – 969
2013
Q3 		$216K Sell
10,822
-333
-3% -$6.54K 0.01% 851
2013
Q2 		$197K Buy
+11,155
New +$184K 0.01% 826

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Joel Greenblatt's CADE Position: Q3 2023 in Review

Joel Greenblatt sold out of Cadence Bank (CADE) in Q3 2023, closing a stake of 14,628 shares — an estimated $287K sold.

Joel Greenblatt first reported a position in CADE in Q2 2013 and held it in 4 quarters. The position peaked at $307K in Q1 2023. 256 funds tracked by Wall St. Rank hold CADE as of Q3 2023.

  • Joel Greenblatt reported no remaining Cadence Bank position as of Q3 2023 after selling out during the quarter.
  • Joel Greenblatt sold 14,628 Cadence Bank shares in Q3 2023, an estimated $287K.
  • Joel Greenblatt first reported a position in Cadence Bank in Q2 2013 and held it in 4 quarters.
  • Joel Greenblatt's Cadence Bank position peaked at $307K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2023.

Based on Gotham Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.