WAM
CADE

Wakefield Asset Management’s Cadence Bancorporation CADE Stock Holding History

Wakefield Asset 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
2021
Q3 		– Sell
-41,000
Closed -$856K – 171
2021
Q2 		$856K Buy
41,000
+95
+0.2% +$2.08K 0.32% 97
2021
Q1 		$848K Sell
40,905
-1,582
-4% -$32.2K 0.34% 83
2020
Q4 		$698K Buy
+42,487
New +$563K 0.29% 97
2019
Q3 		– Sell
-24,021
Closed -$500K – 215
2019
Q2 		$500K Buy
+24,021
New +$494K 0.2% 120

Other funds holding CADE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return