Shell Asset Management’s Cadence Bancorporation CADE Stock Holding History

Shell Asset 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
2021 Q4	–	Sell	-10,013	Closed	-$220K	–	1435
2021 Q3	$220K	Sell	10,013 -4,928	-33%	-$101K	﹤0.01%	1176
2021 Q2	$312K	Buy	14,941 +810	+6%	+$17.8K	0.01%	1106
2021 Q1	$293K	Hold	14,131	–	–	0.01%	1039
2020 Q4	$232K	Buy	14,131 +11,163	+376%	+$148K	﹤0.01%	1080
2020 Q3	$25K	Hold	2,968	–	–	﹤0.01%	1364
2020 Q2	$26K	Buy	+2,968	New	+$21.2K	﹤0.01%	1354

Other funds holding CADE

GFI

Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return

ELCO Management New York $232M AUM 29.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Shell Asset Management's CADE Position: Q4 2021 in Review

Shell Asset Management sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 10,013 shares — an estimated $220K sold.

Shell Asset Management first reported a position in CADE in Q2 2020 and held it in 6 quarters. The position peaked at $312K in Q2 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

Shell Asset Management reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
Shell Asset Management sold 10,013 Cadence Bancorporation shares in Q4 2021, an estimated $220K.
Shell Asset Management first reported a position in Cadence Bancorporation in Q2 2020 and held it in 6 quarters.
Shell Asset Management's Cadence Bancorporation position peaked at $312K in Q2 2021.
4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Shell Asset Management's 13F filing for Q4 2021, filed 9 Feb 2022.