Morgan Stanley
CADE

Morgan Stanley’s Cadence Bancorporation CADE Stock Holding History

Morgan Stanley’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
Q4 		– Sell
-796,775
Closed -$17.5M – 8492
2021
Q3 		$17.5M Sell
796,775
-17,405
-2% -$355K ﹤0.01% 2237
2021
Q2 		$17M Buy
814,180
+366,767
+82% +$8.04M ﹤0.01% 2331
2021
Q1 		$9.27M Sell
447,413
-774,786
-63% -$15.8M ﹤0.01% 2736
2020
Q4 		$20.1M Buy
1,222,199
+826,294
+209% +$10.9M ﹤0.01% 1804
2020
Q3 		$3.4M Sell
395,905
-16,919
-4% -$146K ﹤0.01% 3110
2020
Q2 		$3.66M Sell
412,824
-23,717
-5% -$169K ﹤0.01% 2996
2020
Q1 		$2.86M Sell
436,541
-251,842
-37% -$3.47M ﹤0.01% 3018
2019
Q4 		$12.5M Sell
688,383
-651,162
-49% -$10.9M ﹤0.01% 2154
2019
Q3 		$23.5M Buy
1,339,545
+1,319,704
+6,651% +$22.6M 0.01% 1369
2019
Q2 		$412K Sell
19,841
-27,285
-58% -$561K ﹤0.01% 4706
2019
Q1 		$875K Sell
47,126
-711,493
-94% -$13.5M ﹤0.01% 4204
2018
Q4 		$12.7M Buy
758,619
+598,433
+374% +$12.7M ﹤0.01% 1867
2018
Q3 		$4.18M Buy
160,186
+41,684
+35% +$1.17M ﹤0.01% 3369
2018
Q2 		$3.42M Buy
118,502
+15,200
+15% +$443K ﹤0.01% 3583
2018
Q1 		$2.81M Sell
103,302
-71,601
-41% -$1.99M ﹤0.01% 3662
2017
Q4 		$4.74M Buy
174,903
+152,264
+673% +$3.67M ﹤0.01% 3160
2017
Q3 		$519K Buy
22,639
+13,666
+152% +$299K ﹤0.01% 4865
2017
Q2 		$196K Buy
+8,973
New +$200K ﹤0.01% 5344

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return
EM
ELCO Management New York $232M AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley's CADE Position: Q4 2021 in Review

Morgan Stanley sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 796,775 shares — an estimated $17.5M sold.

Morgan Stanley first reported a position in CADE in Q2 2017 and held it in 18 quarters. The position peaked at $23.5M in Q3 2019. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Morgan Stanley reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Morgan Stanley sold 796,775 Cadence Bancorporation shares in Q4 2021, an estimated $17.5M.
  • Morgan Stanley first reported a position in Cadence Bancorporation in Q2 2017 and held it in 18 quarters.
  • Morgan Stanley's Cadence Bancorporation position peaked at $23.5M in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Morgan Stanley's 13F filing for Q4 2021, filed 14 Feb 2022.