Migdal Insurance & Financial Holdings’s Cadence Bank CADE Stock Holding History

Migdal Insurance & Financial Holdings’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
2019 Q4	–	Sell	-559	Closed	-$17K	–	741
2019 Q3	$17K	Sell	559 -267	-32%	-$7.62K	﹤0.01%	674
2019 Q2	$24K	Sell	826 -311	-27%	-$9.02K	﹤0.01%	677
2019 Q1	$32K	Sell	1,137 -198	-15%	-$5.88K	﹤0.01%	632
2018 Q4	$35K	Sell	1,335 -696	-34%	-$20.2K	﹤0.01%	575
2018 Q3	$66K	Buy	2,031 +220	+12%	+$7.47K	﹤0.01%	648
2018 Q2	$60K	Buy	1,811 +975	+117%	+$32.6K	﹤0.01%	596
2018 Q1	$27K	Buy	836 +287	+52%	+$9.45K	﹤0.01%	485
2017 Q4	$17K	Sell	549 -1,281	-70%	-$41.2K	﹤0.01%	500
2017 Q3	$59K	Buy	+1,830	New	+$54.7K	﹤0.01%	401

Other funds holding CADE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Migdal Insurance & Financial Holdings's CADE Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of Cadence Bank (CADE) in Q4 2019, closing a stake of 559 shares — an estimated $17K sold.

Migdal Insurance & Financial Holdings first reported a position in CADE in Q3 2017 and held it in 9 quarters. The position peaked at $66K in Q3 2018. 221 funds tracked by Wall St. Rank hold CADE as of Q4 2019.

Migdal Insurance & Financial Holdings reported no remaining Cadence Bank position as of Q4 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 559 Cadence Bank shares in Q4 2019, an estimated $17K.
Migdal Insurance & Financial Holdings first reported a position in Cadence Bank in Q3 2017 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's Cadence Bank position peaked at $66K in Q3 2018.
221 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.