Wellington Management Group
CADE

Wellington Management Group’s Cadence Bancorporation CADE Stock Holding History

Wellington Management 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
-350,649
Closed -$7.7M – 2394
2021
Q3 		$7.7M Buy
350,649
+8,128
+2% +$166K ﹤0.01% 1366
2021
Q2 		$7.15M Buy
342,521
+170,246
+99% +$3.73M ﹤0.01% 1389
2021
Q1 		$3.57M Sell
172,275
-11,078
-6% -$226K ﹤0.01% 1498
2020
Q4 		$3.01M Sell
183,353
-40,083
-18% -$531K ﹤0.01% 1411
2020
Q3 		$1.92M Buy
223,436
+25,675
+13% +$222K ﹤0.01% 1415
2020
Q2 		$1.75M Sell
197,761
-35,268
-15% -$252K ﹤0.01% 1372
2020
Q1 		$1.53M Sell
233,029
-176,187
-43% -$2.43M ﹤0.01% 1416
2019
Q4 		$7.42M Sell
409,216
-1,629,618
-80% -$27.2M ﹤0.01% 1234
2019
Q3 		$35.8M Buy
2,038,834
+428,128
+27% +$7.33M 0.01% 811
2019
Q2 		$33.5M Sell
1,610,706
-269,838
-14% -$5.55M 0.01% 873
2019
Q1 		$34.9M Buy
1,880,544
+419,765
+29% +$7.97M 0.01% 859
2018
Q4 		$24.5M Sell
1,460,779
-178,732
-11% -$3.79M 0.01% 932
2018
Q3 		$42.8M Buy
1,639,511
+1,588,851
+3,136% +$44.6M 0.01% 848
2018
Q2 		$1.46M Buy
50,660
+33,241
+191% +$968K ﹤0.01% 1806
2018
Q1 		$475K Buy
+17,419
New +$485K ﹤0.01% 2029

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wellington Management Group's CADE Position: Q4 2021 in Review

Wellington Management Group sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 350,649 shares — an estimated $7.7M sold.

Wellington Management Group first reported a position in CADE in Q1 2018 and held it in 15 quarters. The position peaked at $42.8M in Q3 2018. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • Wellington Management Group reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Wellington Management Group sold 350,649 Cadence Bancorporation shares in Q4 2021, an estimated $7.7M.
  • Wellington Management Group first reported a position in Cadence Bancorporation in Q1 2018 and held it in 15 quarters.
  • Wellington Management Group's Cadence Bancorporation position peaked at $42.8M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Wellington Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.