UBS AM
CADE

UBS AM’s Cadence Bancorporation CADE Stock Holding History

UBS AM’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
-176,620
Closed -$3.88M – 2965
2021
Q3 		$3.88M Sell
176,620
-12,505
-7% -$255K ﹤0.01% 1481
2021
Q2 		$3.95M Buy
189,125
+24,395
+15% +$535K ﹤0.01% 1490
2021
Q1 		$3.41M Hold
164,730
– – ﹤0.01% 1515
2020
Q4 		$2.7M Buy
164,730
+11,433
+7% +$152K ﹤0.01% 1559
2020
Q3 		$1.32M Buy
153,297
+50,894
+50% +$440K ﹤0.01% 1730
2020
Q2 		$907K Sell
102,403
-38,100
-27% -$272K ﹤0.01% 1851
2020
Q1 		$920K Buy
140,503
+3,915
+3% +$54K ﹤0.01% 1724
2019
Q4 		$2.48M Sell
136,588
-9,589
-7% -$160K ﹤0.01% 1501
2019
Q3 		$2.56M Buy
146,177
+22,868
+19% +$391K ﹤0.01% 1491
2019
Q2 		$2.56M Buy
123,309
+8,703
+8% +$179K ﹤0.01% 1468
2019
Q1 		$2.13M Buy
114,606
+41,605
+57% +$790K ﹤0.01% 1487
2018
Q4 		$1.22M Buy
73,001
+28,897
+66% +$613K ﹤0.01% 1665
2018
Q3 		$1.15M Buy
44,104
+26,204
+146% +$735K ﹤0.01% 1754
2018
Q2 		$517K Buy
+17,900
New +$521K ﹤0.01% 2085

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return
EM
ELCO Management New York $232M AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

UBS AM's CADE Position: Q4 2021 in Review

UBS AM sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 176,620 shares — an estimated $3.88M sold.

UBS AM first reported a position in CADE in Q2 2018 and held it in 14 quarters. The position peaked at $3.95M in Q2 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • UBS AM reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • UBS AM sold 176,620 Cadence Bancorporation shares in Q4 2021, an estimated $3.88M.
  • UBS AM first reported a position in Cadence Bancorporation in Q2 2018 and held it in 14 quarters.
  • UBS AM's Cadence Bancorporation position peaked at $3.95M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on UBS AM's 13F filing for Q4 2021, filed 14 Feb 2022.