OSAM
CADE

O'Shaughnessy Asset Management’s Cadence Bancorporation CADE Stock Holding History

O'Shaughnessy Asset Management’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
-21,866
Closed -$481K – 2848
2021
Q3 		$481K Buy
21,866
+21,816
+43,632% +$445K 0.01% 668
2021
Q2 		$1K Hold
50
– – ﹤0.01% 2557
2021
Q1 		$1K Hold
50
– – ﹤0.01% 2353
2020
Q4 		$1K Buy
50
+32
+178% +$424 ﹤0.01% 2054
2020
Q3 		$0 Hold
18
– – ﹤0.01% 2110
2020
Q2 		$0 Buy
+18
New +$129 ﹤0.01% 1995
2020
Q1 		– Sell
-80
Closed -$1K – 2050
2019
Q4 		$1K Buy
+80
New +$1.34K ﹤0.01% 1803

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return