Mesirow Financial Investment Management - Fixed Income’s Cadence Bancorporation CADE Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2021 Q2	–	Sell	-279,795	Closed	-$5.8M	–	154
2021 Q1	$5.8M	Sell	279,795 -164,915	-37%	-$3.36M	0.67%	80
2020 Q4	$7.3M	Buy	444,710 +109,500	+33%	+$1.45M	0.98%	49
2020 Q3	$2.88M	Buy	335,210 +112,535	+51%	+$973K	0.49%	83
2020 Q2	$1.97M	Buy	+222,675	New	+$1.59M	0.36%	82
2019 Q3	–	Sell	-300,402	Closed	-$6.25M	–	142
2019 Q2	$6.25M	Buy	300,402 +5,365	+2%	+$110K	0.97%	66
2019 Q1	$5.47M	Sell	295,037 -217,165	-42%	-$4.13M	0.84%	71
2018 Q4	$8.6M	Sell	512,202 -48,658	-9%	-$1.03M	1.16%	48
2018 Q3	$14.6M	Buy	560,860 +71,935	+15%	+$2.02M	1.33%	29
2018 Q2	$14.1M	Buy	+488,925	New	+$14.2M	1.3%	32

Other funds holding CADE

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

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

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

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

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's CADE Position: Q2 2021 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Cadence Bancorporation (CADE) in Q2 2021, closing a stake of 279,795 shares — an estimated $5.8M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in CADE in Q2 2018 and held it in 9 quarters. The position peaked at $14.6M in Q3 2018. 237 funds tracked by Wall St. Rank hold CADE as of Q2 2021.

Mesirow Financial Investment Management - Fixed Income reported no remaining Cadence Bancorporation position as of Q2 2021 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 279,795 Cadence Bancorporation shares in Q2 2021, an estimated $5.8M.
Mesirow Financial Investment Management - Fixed Income first reported a position in Cadence Bancorporation in Q2 2018 and held it in 9 quarters.
Mesirow Financial Investment Management - Fixed Income's Cadence Bancorporation position peaked at $14.6M in Q3 2018.
237 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2021.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q2 2021, filed 3 Aug 2021.