Susquehanna Fundamental Investments’s Cadence Bank CADE Stock Holding History

Susquehanna Fundamental 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 Q1	–	Sell	-31,907	Closed	-$787K	–	967
2022 Q4	$787K	Sell	31,907 -38,923	-55%	-$1.04M	0.01%	725
2022 Q3	$1.8M	Buy	+70,830	New	+$1.82M	0.03%	617
2022 Q1	$2.72M	Buy	93,015 +15,100	+19%	+$471K	0.05%	472
2021 Q4	$2.32M	Sell	77,915 -39,256	-34%	-$1.19M	0.06%	379
2021 Q3	$3.49M	Buy	+117,171	New	+$3.27M	0.06%	407
2021 Q2	–	Sell	-10,733	Closed	-$349K	–	1658
2021 Q1	$349K	Sell	10,733 -12,577	-54%	-$388K	0.01%	1260
2020 Q4	$640K	Buy	+23,310	New	+$589K	0.01%	1003

Other funds holding CADE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Susquehanna Fundamental Investments's CADE Position: Q1 2023 in Review

Susquehanna Fundamental Investments sold out of Cadence Bank (CADE) in Q1 2023, closing a stake of 31,907 shares — an estimated $787K sold.

Susquehanna Fundamental Investments first reported a position in CADE in Q4 2020 and held it in 7 quarters. The position peaked at $3.49M in Q3 2021. 286 funds tracked by Wall St. Rank hold CADE as of Q1 2023.

Susquehanna Fundamental Investments reported no remaining Cadence Bank position as of Q1 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 31,907 Cadence Bank shares in Q1 2023, an estimated $787K.
Susquehanna Fundamental Investments first reported a position in Cadence Bank in Q4 2020 and held it in 7 quarters.
Susquehanna Fundamental Investments's Cadence Bank position peaked at $3.49M in Q3 2021.
286 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2023, filed 16 May 2023.