PVH
CADE

Psagot Value Holdings’s Cadence Bank CADE Stock Holding History

Psagot Value Holdings’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
2023
Q3 		– Sell
-402
Closed -$8K – 519
2023
Q2 		$8K Buy
+402
New +$7.93K ﹤0.01% 333

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Psagot Value Holdings's CADE Position: Q3 2023 in Review

Psagot Value Holdings sold out of Cadence Bank (CADE) in Q3 2023, closing a stake of 402 shares — an estimated $8K sold.

Psagot Value Holdings first reported a position in CADE in Q2 2023 and held it in 1 quarter. The position peaked at $8K in Q2 2023. 255 funds tracked by Wall St. Rank hold CADE as of Q3 2023.

  • Psagot Value Holdings reported no remaining Cadence Bank position as of Q3 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 402 Cadence Bank shares in Q3 2023, an estimated $8K.
  • Psagot Value Holdings first reported a position in Cadence Bank in Q2 2023 and held it in 1 quarter.
  • Psagot Value Holdings's Cadence Bank position peaked at $8K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.