ST
CADE

Sageworth Trust’s Cadence Bancorporation CADE Stock Holding History

Sageworth Trust’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
-570
Closed -$13K – 880
2021
Q3 		$13K Hold
570
– – ﹤0.01% 493
2021
Q2 		$12K Buy
+570
New +$12.5K ﹤0.01% 559

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

Sageworth Trust's CADE Position: Q4 2021 in Review

Sageworth Trust sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 570 shares — an estimated $13K sold.

Sageworth Trust first reported a position in CADE in Q2 2021 and held it in 2 quarters. The position peaked at $13K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Sageworth Trust reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Sageworth Trust sold 570 Cadence Bancorporation shares in Q4 2021, an estimated $13K.
  • Sageworth Trust first reported a position in Cadence Bancorporation in Q2 2021 and held it in 2 quarters.
  • Sageworth Trust's Cadence Bancorporation position peaked at $13K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Sageworth Trust's 13F filing for Q4 2021, filed 10 Feb 2022.