KA
CADE

Kaizen Advisory’s Cadence Bank CADE Stock Holding History

Kaizen Advisory’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
2018
Q4 		$648K Sell
24,766
-4,832
-16% -$141K 0.45% 75
2018
Q3 		$968K Buy
+29,598
New +$1.01M 0.51% 79

Other funds holding CADE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Kaizen Advisory's CADE Position: Q4 2018 in Review

Kaizen Advisory reduced its Cadence Bank (CADE) stake by 16% in Q4 2018, selling an estimated $141K and leaving 24,766 shares worth $648K. The position accounts for 0.45% of the portfolio, ranked #75.

Kaizen Advisory first reported a position in CADE in Q3 2018 and has held it in 2 quarters since. The position peaked at $968K in Q3 2018. 197 funds tracked by Wall St. Rank hold CADE as of Q4 2018.

  • Kaizen Advisory held 24,766 shares of Cadence Bank worth $648K as of Q4 2018.
  • Kaizen Advisory sold 4,832 Cadence Bank shares in Q4 2018, an estimated $141K.
  • Cadence Bank made up 0.45% of Kaizen Advisory's portfolio in Q4 2018, its #75 holding.
  • Kaizen Advisory first reported a position in Cadence Bank in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Cadence Bank position peaked at $968K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.