WG
CADE

Welch Group’s Cadence Bancorporation CADE Stock Holding History

Welch 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
2020
Q4 		– Sell
-12,000
Closed -$103K – 155
2020
Q3 		$103K Hold
12,000
– – 0.01% 138
2020
Q2 		$106K Hold
12,000
– – 0.01% 131
2020
Q1 		$79K Buy
+12,000
New +$165K 0.01% 153

Other funds holding CADE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Welch Group's CADE Position: Q4 2020 in Review

Welch Group sold out of Cadence Bancorporation (CADE) in Q4 2020, closing a stake of 12,000 shares — an estimated $103K sold.

Welch Group first reported a position in CADE in Q1 2020 and held it in 3 quarters. The position peaked at $106K in Q2 2020. 230 funds tracked by Wall St. Rank hold CADE as of Q4 2020.

  • Welch Group reported no remaining Cadence Bancorporation position as of Q4 2020 after selling out during the quarter.
  • Welch Group sold 12,000 Cadence Bancorporation shares in Q4 2020, an estimated $103K.
  • Welch Group first reported a position in Cadence Bancorporation in Q1 2020 and held it in 3 quarters.
  • Welch Group's Cadence Bancorporation position peaked at $106K in Q2 2020.
  • 230 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2020.

Based on Welch Group's 13F filing for Q4 2020, filed 25 Jan 2021.