CADENCE BANK NA

HOUSTON, TX Banks How do I update this listing?

Cadence Bank NA is based out of Houston. Their last reported 13F filing for Q2 2020 included $236,470,000 in managed 13F securities and a top 10 holdings concentration of 32.09%. Cadence Bank NA's largest holding is Procter & Gamble Co. (OH) (1905) with shares held of 158,639. Whalewisdom has at least 79 13F filings

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06/30/2020

13F Activity

  • Market Value $236.47 Million
  • Prior Market Value $196.14 Million
  • New Purchases16 stocks
  • Additional Purchases90 stocks
  • Sold out of8 stocks
  • Reduced holdings in42 stocks
  • Top 10 Holdings % 32.09 %
  • Turnover % [1]:13.95%
  • Turnover Alt % [2]: 5.92 %
  • Time Held Top20:27.55 quarters
  • Time Held Top10:23.90 quarters
  • Time Held All:24.66 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 13.0%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

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