Jump Financial’s Cadence Bank CADE Stock Holding History

Jump Financial’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 Q1	–	Sell	-9,618	Closed	-$237K	–	1628
2022 Q4	$237K	Buy	+9,618	New	+$258K	0.01%	1188
2022 Q3	–	Sell	-106,014	Closed	-$2.49M	–	1616
2022 Q2	$2.49M	Buy	106,014 +91,750	+643%	+$2.36M	0.11%	259
2022 Q1	$417K	Sell	14,264 -23,736	-62%	-$740K	0.02%	894
2021 Q4	$1.13M	Buy	+38,000	New	+$1.15M	0.07%	354

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Jump Financial's CADE Position: Q1 2023 in Review

Jump Financial sold out of Cadence Bank (CADE) in Q1 2023, closing a stake of 9,618 shares — an estimated $237K sold.

Jump Financial first reported a position in CADE in Q4 2021 and held it in 4 quarters. The position peaked at $2.49M in Q2 2022. 286 funds tracked by Wall St. Rank hold CADE as of Q1 2023.

Jump Financial reported no remaining Cadence Bank position as of Q1 2023 after selling out during the quarter.
Jump Financial sold 9,618 Cadence Bank shares in Q1 2023, an estimated $237K.
Jump Financial first reported a position in Cadence Bank in Q4 2021 and held it in 4 quarters.
Jump Financial's Cadence Bank position peaked at $2.49M in Q2 2022.
286 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2023.

Based on Jump Financial's 13F filing for Q1 2023, filed 3 May 2023.