LIA
CADE

LS Investment Advisors’s Cadence Bank CADE Stock Holding History

LS Investment Advisors’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
2020
Q3 		– Sell
-4,973
Closed -$113K – 897
2020
Q2 		$113K Buy
4,973
+279
+6% +$5.92K 0.01% 942
2020
Q1 		$89K Hold
4,694
– – 0.01% 934
2019
Q4 		$147K Hold
4,694
– – 0.01% 951
2019
Q3 		$139K Buy
4,694
+207
+5% +$5.91K 0.01% 941
2019
Q2 		$130K Sell
4,487
-291
-6% -$8.44K 0.01% 974
2019
Q1 		$135K Sell
4,778
-251
-5% -$7.45K 0.01% 965
2018
Q4 		$131K Sell
5,029
-9
-0.2% -$262 0.01% 934
2018
Q3 		$165K Buy
5,038
+303
+6% +$10.3K 0.01% 925
2018
Q2 		$156K Sell
4,735
-94
-2% -$3.14K 0.01% 982
2018
Q1 		$154K Sell
4,829
-649
-12% -$21.4K 0.01% 967
2017
Q4 		$172K Sell
5,478
-891
-14% -$28.6K 0.01% 974
2017
Q3 		$204K Sell
6,369
-246
-4% -$7.36K 0.01% 917
2017
Q2 		$202K Buy
6,615
+901
+16% +$27K 0.01% 886
2017
Q1 		$173K Sell
5,714
-144
-2% -$4.42K 0.01% 906
2016
Q4 		$182K Buy
5,858
+414
+8% +$11.1K 0.01% 847
2016
Q3 		$126K Buy
5,444
+323
+6% +$7.68K 0.01% 935
2016
Q2 		$116K Buy
5,121
+2,248
+78% +$50.8K 0.01% 958
2016
Q1 		$61K Buy
2,873
+98
+4% +$2.04K ﹤0.01% 1078
2015
Q4 		$67K Hold
2,775
– – 0.01% 1022
2015
Q3 		$66K Hold
2,775
– – 0.01% 1017
2015
Q2 		$71K Buy
+2,775
New +$68.5K 0.01% 1025

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LS Investment Advisors's CADE Position: Q3 2020 in Review

LS Investment Advisors sold out of Cadence Bank (CADE) in Q3 2020, closing a stake of 4,973 shares — an estimated $113K sold.

LS Investment Advisors first reported a position in CADE in Q2 2015 and held it in 21 quarters. The position peaked at $204K in Q3 2017. 193 funds tracked by Wall St. Rank hold CADE as of Q3 2020.

  • LS Investment Advisors reported no remaining Cadence Bank position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 4,973 Cadence Bank shares in Q3 2020, an estimated $113K.
  • LS Investment Advisors first reported a position in Cadence Bank in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's Cadence Bank position peaked at $204K in Q3 2017.
  • 193 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.