PA
CADE

Perennial Advisors’s Cadence Bancorporation CADE Stock Holding History

Perennial Advisors’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
Q3 		– Sell
-361
Closed -$8K – 300
2021
Q2 		$8K Hold
361
– – ﹤0.01% 251
2021
Q1 		$7K Hold
361
– – ﹤0.01% 248
2020
Q4 		$6K Buy
+361
New +$4.78K ﹤0.01% 221
2020
Q3 		– Sell
-359
Closed -$3K – 230
2020
Q2 		$3K Buy
+359
New +$2.56K ﹤0.01% 213
2019
Q1 		– Sell
-339
Closed -$6K – 216
2018
Q4 		$6K Buy
+339
New +$7.19K ﹤0.01% 178

Other funds holding CADE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perennial Advisors's CADE Position: Q3 2021 in Review

Perennial Advisors sold out of Cadence Bancorporation (CADE) in Q3 2021, closing a stake of 361 shares — an estimated $8K sold.

Perennial Advisors first reported a position in CADE in Q4 2018 and held it in 5 quarters. The position peaked at $8K in Q2 2021. 235 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

  • Perennial Advisors reported no remaining Cadence Bancorporation position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 361 Cadence Bancorporation shares in Q3 2021, an estimated $8K.
  • Perennial Advisors first reported a position in Cadence Bancorporation in Q4 2018 and held it in 5 quarters.
  • Perennial Advisors's Cadence Bancorporation position peaked at $8K in Q2 2021.
  • 235 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.