Surevest’s Cadence Design Systems CDNS Stock Holding History

Surevest’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6K	Buy	34 +15	+79%	+$2.58K	﹤0.01%	308
2022 Q2	$3K	Hold	19	–	–	﹤0.01%	371
2022 Q1	$3K	Hold	19	–	–	﹤0.01%	352
2021 Q4	$4K	Buy	+19	New	+$3.31K	﹤0.01%	334

Other funds holding CDNS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Surevest's CDNS Position: Q3 2022 in Review

Surevest increased its Cadence Design Systems (CDNS) stake by 79% in Q3 2022, buying an estimated $2.58K and bringing the position to 34 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Surevest first reported a position in CDNS in Q4 2021 and has held it in 4 quarters since. 827 funds tracked by Wall St. Rank hold CDNS as of Q3 2022.

Surevest held 34 shares of Cadence Design Systems worth $6K as of Q3 2022.
Surevest bought 15 Cadence Design Systems shares in Q3 2022, an estimated $2.58K.
Cadence Design Systems made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #308 holding.
Surevest first reported a position in Cadence Design Systems in Q4 2021 and has held it in 4 quarters since.
827 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.