LSV Asset Management’s Cadence Bank CADE Stock Holding History

LSV Asset Management’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
2024 Q4	–	Sell	-25,150	Closed	-$801K	–	829
2024 Q3	$801K	Hold	25,150	–	–	﹤0.01%	657
2024 Q2	$711K	Sell	25,150 -13,800	-35%	-$388K	﹤0.01%	703
2024 Q1	$1.13M	Hold	38,950	–	–	﹤0.01%	670
2023 Q4	$1.15M	Sell	38,950 -8,040	-17%	-$196K	﹤0.01%	678
2023 Q3	$997K	Hold	46,990	–	–	﹤0.01%	685
2023 Q2	$923K	Hold	46,990	–	–	﹤0.01%	701
2023 Q1	$976K	Hold	46,990	–	–	﹤0.01%	669
2022 Q4	$1.16M	Buy	46,990 +5,380	+13%	+$144K	﹤0.01%	641
2022 Q3	$1.06M	Hold	41,610	–	–	﹤0.01%	644
2022 Q2	$977K	Hold	41,610	–	–	﹤0.01%	678
2022 Q1	$1.22M	Hold	41,610	–	–	﹤0.01%	687
2021 Q4	$1.24M	Buy	+41,610	New	+$1.26M	﹤0.01%	688
2018 Q1	–	Sell	-9,600	Closed	-$301K	–	968
2017 Q4	$301K	Hold	9,600	–	–	﹤0.01%	891
2017 Q3	$307K	Hold	9,600	–	–	﹤0.01%	908
2017 Q2	$292K	Hold	9,600	–	–	﹤0.01%	912
2017 Q1	$290K	Hold	9,600	–	–	﹤0.01%	917
2016 Q4	$298K	Buy	+9,600	New	+$257K	﹤0.01%	904

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management's CADE Position: Q4 2024 in Review

LSV Asset Management sold out of Cadence Bank (CADE) in Q4 2024, closing a stake of 25,150 shares — an estimated $801K sold.

LSV Asset Management first reported a position in CADE in Q4 2016 and held it in 17 quarters. The position peaked at $1.24M in Q4 2021. 337 funds tracked by Wall St. Rank hold CADE as of Q4 2024.

LSV Asset Management reported no remaining Cadence Bank position as of Q4 2024 after selling out during the quarter.
LSV Asset Management sold 25,150 Cadence Bank shares in Q4 2024, an estimated $801K.
LSV Asset Management first reported a position in Cadence Bank in Q4 2016 and held it in 17 quarters.
LSV Asset Management's Cadence Bank position peaked at $1.24M in Q4 2021.
337 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2024.

Based on LSV Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.