LF
CDNS icon

Lee Financial’s Cadence Design Systems CDNS Stock Holding History

Lee Financial’s Portfolio CDNS Stock Details CDNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$3.27K – 260
2023
Q4 		$3.27K Hold
12
– – ﹤0.01% 634
2023
Q3 		$2.81K Hold
12
– – ﹤0.01% 612
2023
Q2 		$2.81K Hold
12
– – ﹤0.01% 594
2023
Q1 		$2.52K Sell
12
-3
-20% -$567 ﹤0.01% 631
2022
Q4 		$2.41K Hold
15
– – ﹤0.01% 659
2022
Q3 		$2K Hold
15
– – ﹤0.01% 651
2022
Q2 		$2K Buy
15
+3
+25% +$453 ﹤0.01% 670
2022
Q1 		$2K Buy
12
+7
+140% +$1.07K ﹤0.01% 623
2021
Q4 		$1K Buy
+5
New +$872 ﹤0.01% 824

Other funds holding CDNS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lee Financial's CDNS Position: Q1 2024 in Review

Lee Financial sold out of Cadence Design Systems (CDNS) in Q1 2024, closing a stake of 12 shares — an estimated $3.27K sold.

Lee Financial first reported a position in CDNS in Q4 2021 and held it in 9 quarters. The position peaked at $3.27K in Q4 2023. 1,252 funds tracked by Wall St. Rank hold CDNS as of Q1 2024.

  • Lee Financial reported no remaining Cadence Design Systems position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 12 Cadence Design Systems shares in Q1 2024, an estimated $3.27K.
  • Lee Financial first reported a position in Cadence Design Systems in Q4 2021 and held it in 9 quarters.
  • Lee Financial's Cadence Design Systems position peaked at $3.27K in Q4 2023.
  • 1,252 funds tracked by Wall St. Rank held Cadence Design Systems as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.