SI
CADE

Shaker Investments’s Cadence Bank CADE Stock Holding History

Shaker Investments’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
Q2 		– Sell
-29,191
Closed -$606K – 92
2023
Q1 		$606K Buy
29,191
+740
+3% +$18.4K 0.34% 73
2022
Q4 		$702K Buy
28,451
+5,927
+26% +$159K 0.44% 59
2022
Q3 		$572K Buy
22,524
+89
+0.4% +$2.29K 0.38% 63
2022
Q2 		$527K Buy
22,435
+72
+0.3% +$1.85K 0.33% 72
2022
Q1 		$654K Buy
+22,363
New +$698K 0.33% 73

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Shaker Investments's CADE Position: Q2 2023 in Review

Shaker Investments sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 29,191 shares — an estimated $606K sold.

Shaker Investments first reported a position in CADE in Q1 2022 and held it in 5 quarters. The position peaked at $702K in Q4 2022. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

  • Shaker Investments reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
  • Shaker Investments sold 29,191 Cadence Bank shares in Q2 2023, an estimated $606K.
  • Shaker Investments first reported a position in Cadence Bank in Q1 2022 and held it in 5 quarters.
  • Shaker Investments's Cadence Bank position peaked at $702K in Q4 2022.
  • 265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on Shaker Investments's 13F filing for Q2 2023, filed 25 Jul 2023.