Newfound Research’s Cadence Design Systems CDNS Stock Holding History

Newfound Research’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
2022 Q3	$49K	Sell	302 -233	-44%	-$40.1K	0.12%	116
2022 Q2	$80K	Buy	+535	New	+$80.8K	0.17%	84
2022 Q1	–	Sell	-462	Closed	-$86K	–	137
2021 Q4	$86K	Sell	462 -343	-43%	-$59.8K	0.1%	105
2021 Q3	$122K	Buy	805 +382	+90%	+$58.2K	0.2%	16
2021 Q2	$58K	Buy	423 +146	+53%	+$19.3K	0.11%	102
2021 Q1	$38K	Sell	277 -54	-16%	-$7.25K	0.09%	120
2020 Q4	$45K	Sell	331 -25	-7%	-$2.93K	0.12%	115
2020 Q3	$38K	Buy	+356	New	+$37.5K	0.11%	40

Other funds holding CDNS

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Newfound Research's CDNS Position: Q3 2022 in Review

Newfound Research reduced its Cadence Design Systems (CDNS) stake by 44% in Q3 2022, selling an estimated $40.1K and leaving 302 shares worth $49K. The position accounts for 0.12% of the portfolio, ranked #116.

Newfound Research first reported a position in CDNS in Q3 2020 and has held it in 8 quarters since. The position peaked at $122K in Q3 2021. 827 funds tracked by Wall St. Rank hold CDNS as of Q3 2022.

Newfound Research held 302 shares of Cadence Design Systems worth $49K as of Q3 2022.
Newfound Research sold 233 Cadence Design Systems shares in Q3 2022, an estimated $40.1K.
Cadence Design Systems made up 0.12% of Newfound Research's portfolio in Q3 2022, its #116 holding.
Newfound Research first reported a position in Cadence Design Systems in Q3 2020 and has held it in 8 quarters since.
Newfound Research's Cadence Design Systems position peaked at $122K in Q3 2021.
827 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.