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Morningstar Investment Services’s Cadence Design Systems CDNS Stock Holding History

Morningstar Investment Services’s Portfolio CDNS Stock Details CDNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-861
Closed -$236K – 177
2024
Q3 		$236K Buy
861
+42
+5% +$11.6K ﹤0.01% 374
2024
Q2 		$252K Buy
819
+118
+17% +$34.9K ﹤0.01% 339
2024
Q1 		$218K Sell
701
-241
-26% -$71.3K ﹤0.01% 334
2023
Q4 		$257K Buy
+942
New +$243K ﹤0.01% 370

Other funds holding CDNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morningstar Investment Services's CDNS Position: Q4 2024 in Review

Morningstar Investment Services sold out of Cadence Design Systems (CDNS) in Q4 2024, closing a stake of 861 shares — an estimated $236K sold.

Morningstar Investment Services first reported a position in CDNS in Q4 2023 and held it in 4 quarters. The position peaked at $257K in Q4 2023. 1,279 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

  • Morningstar Investment Services reported no remaining Cadence Design Systems position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 861 Cadence Design Systems shares in Q4 2024, an estimated $236K.
  • Morningstar Investment Services first reported a position in Cadence Design Systems in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Cadence Design Systems position peaked at $257K in Q4 2023.
  • 1,279 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.