UBS Group
CADE

UBS Group’s Cadence Bancorporation CADE Stock Holding History

UBS Group’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
-93,600
Closed -$2.06M – 11473
2021
Q3 		$2.06M Sell
93,600
-90,809
-49% -$1.85M ﹤0.01% 3547
2021
Q2 		$3.85M Buy
184,409
+128,466
+230% +$2.82M ﹤0.01% 2947
2021
Q1 		$1.16M Sell
55,943
-121,786
-69% -$2.48M ﹤0.01% 4103
2020
Q4 		$2.92M Buy
177,729
+143,248
+415% +$1.9M ﹤0.01% 3014
2020
Q3 		$296K Sell
34,481
-175,813
-84% -$1.52M ﹤0.01% 4556
2020
Q2 		$1.86M Buy
210,294
+151,613
+258% +$1.08M ﹤0.01% 2940
2020
Q1 		$384K Sell
58,681
-12,415
-17% -$171K ﹤0.01% 4197
2019
Q4 		$1.29M Sell
71,096
-65,269
-48% -$1.09M ﹤0.01% 3971
2019
Q3 		$2.39M Buy
136,365
+64,381
+89% +$1.1M ﹤0.01% 3127
2019
Q2 		$1.5M Buy
71,984
+5,854
+9% +$120K ﹤0.01% 3403
2019
Q1 		$1.23M Sell
66,130
-25,038
-27% -$476K ﹤0.01% 3408
2018
Q4 		$1.53M Buy
91,168
+35,919
+65% +$762K ﹤0.01% 3298
2018
Q3 		$1.44M Buy
55,249
+44,950
+436% +$1.26M ﹤0.01% 3504
2018
Q2 		$298K Sell
10,299
-4,458
-30% -$130K ﹤0.01% 4693
2018
Q1 		$402K Buy
+14,757
New +$411K ﹤0.01% 4346
2017
Q4 		– Sell
-286
Closed -$7K – 8537
2017
Q3 		$7K Buy
+286
New +$6.25K ﹤0.01% 7128

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 Group's CADE Position: Q4 2021 in Review

UBS Group sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 93,600 shares — an estimated $2.06M sold.

UBS Group first reported a position in CADE in Q3 2017 and held it in 16 quarters. The position peaked at $3.85M in Q2 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • UBS Group reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • UBS Group sold 93,600 Cadence Bancorporation shares in Q4 2021, an estimated $2.06M.
  • UBS Group first reported a position in Cadence Bancorporation in Q3 2017 and held it in 16 quarters.
  • UBS Group's Cadence Bancorporation position peaked at $3.85M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

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