Systematic Financial Management’s Cadence Bank CADE Stock Holding History

Systematic Financial 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
2023 Q2	–	Sell	-9,917	Closed	-$206K	–	247
2023 Q1	$206K	Buy	+9,917	New	+$247K	0.01%	236
2015 Q4	–	Sell	-90,030	Closed	-$2.14M	–	621
2015 Q3	$2.14M	Buy	+90,030	New	+$2.22M	0.02%	410
2014 Q4	–	Sell	-149,075	Closed	-$3M	–	684
2014 Q3	$3M	Buy	149,075 +675	+0.5%	+$14.7K	0.02%	387
2014 Q2	$3.65M	Buy	+148,400	New	+$3.53M	0.02%	370

Other funds holding CADE

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Systematic Financial Management's CADE Position: Q2 2023 in Review

Systematic Financial Management sold out of Cadence Bank (CADE) in Q2 2023, closing a stake of 9,917 shares — an estimated $206K sold.

Systematic Financial Management first reported a position in CADE in Q2 2014 and held it in 4 quarters. The position peaked at $3.65M in Q2 2014. 265 funds tracked by Wall St. Rank hold CADE as of Q2 2023.

Systematic Financial Management reported no remaining Cadence Bank position as of Q2 2023 after selling out during the quarter.
Systematic Financial Management sold 9,917 Cadence Bank shares in Q2 2023, an estimated $206K.
Systematic Financial Management first reported a position in Cadence Bank in Q2 2014 and held it in 4 quarters.
Systematic Financial Management's Cadence Bank position peaked at $3.65M in Q2 2014.
265 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2023.

Based on Systematic Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.