STCOSD
CADE

Sageworth Trust Company of South Dakota’s Cadence Bank CADE Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-52
Closed -$1K – 298
2022
Q2 		$1K Sell
52
-202
-80% -$5.2K ﹤0.01% 440
2022
Q1 		$7K Sell
254
-44
-15% -$1.37K 0.01% 234
2021
Q4 		$9K Buy
+298
New +$9K 0.01% 395

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust Company of South Dakota's CADE Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Cadence Bank (CADE) in Q3 2022, closing a stake of 52 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in CADE in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q4 2021. 312 funds tracked by Wall St. Rank hold CADE as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Cadence Bank position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 52 Cadence Bank shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in Cadence Bank in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Cadence Bank position peaked at $9K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.