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 $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

O'Shaughnessy Asset Management's CADE Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 21,866 shares — an estimated $481K sold.

O'Shaughnessy Asset Management first reported a position in CADE in Q4 2019 and held it in 7 quarters. The position peaked at $481K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 21,866 Cadence Bancorporation shares in Q4 2021, an estimated $481K.
  • O'Shaughnessy Asset Management first reported a position in Cadence Bancorporation in Q4 2019 and held it in 7 quarters.
  • O'Shaughnessy Asset Management's Cadence Bancorporation position peaked at $481K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.