SAM
CADE

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 $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