SCM
CADE

Shapiro Capital Management’s Cadence Bank CADE Stock Holding History

Shapiro Capital Management’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
2024
Q1 		– Sell
-741,869
Closed -$22M – 73
2023
Q4 		$22M Sell
741,869
-937,006
-56% -$22.9M 0.61% 39
2023
Q3 		$35.6M Sell
1,678,875
-132,005
-7% -$2.98M 1.04% 33
2023
Q2 		$35.6M Buy
1,810,880
+1,700
+0.1% +$33.5K 0.94% 32
2023
Q1 		$37.6M Buy
1,809,180
+16,000
+0.9% +$398K 0.96% 32
2022
Q4 		$44.2M Sell
1,793,180
-317,903
-15% -$8.53M 1.18% 31
2022
Q3 		$53.6M Sell
2,111,083
-819,231
-28% -$21M 1.59% 28
2022
Q2 		$68.8M Sell
2,930,314
-30,545
-1% -$786K 1.72% 29
2022
Q1 		$86.6M Sell
2,960,859
-1,089,974
-27% -$34M 1.82% 26
2021
Q4 		$121M Sell
4,050,833
-2,579,376
-39% -$77.9M 2.2% 20
2021
Q3 		$146M Buy
+6,630,209
New +$185M 2.72% 15

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return