Pricing

CADENCE BANK

0 followers ยท
TUPELO MS Banks
13F Summary
Cadence Bank is based out of Tupelo. Their last reported 13F filing for Q4 2023 included $1,231,131,038 in managed 13F securities and a top 10 holdings concentration of 40.3%. Cadence Bank's largest holding is Murphy USA Inc with shares held of 420,165. Whalewisdom has at least 25 13F filings

2023-12-31

Top Buys (13F)

Name % Change
CADE Cadence Bank 0.59%
AVGO Broadcom Ltd. (Avago 0.49%
PFE Pfizer, Inc. 0.43%
MSFT Microsoft Corp. 0.38%
KMB Kimberly-Clark Corp. 0.23%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MUSA Murphy USA Inc 12.17%
MGC VANGUARD MEGA CAP IN 5.8%
MUR Murphy Oil Corp. 5.71%
MSFT Microsoft Corp. 3.91%
AAPL Apple Inc 3.04%

2023-12-31

13F Activity

Market Value $1.23b, Prior: $1.14b
New Purchases 17 stocks
Added To 87 stocks
Sold out of 13 stocks
Reduced holdings in 134 stocks
Top 10 Holdings % 40.3%
Turnover %[1] 9.15%
Turnover Alt %[2] 2.09%
Time Held Top 20 13.3 quarters
Time Held Top 10 11.8 quarters
Time Held All 11.55 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance