Advisor Group’s Cato Corp CATO Stock Holding History

Advisor Group’s Portfolio CATO Stock Details CATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$12K	Buy	688 +680	+8,500%	+$12.2K	﹤0.01%	4232
2019 Q3	$0	Hold	8	–	–	﹤0.01%	5276
2019 Q2	$0	Hold	8	–	–	﹤0.01%	5232
2019 Q1	$0	Hold	8	–	–	﹤0.01%	5219
2018 Q4	$0	Hold	8	–	–	﹤0.01%	5110
2018 Q3	$0	Sell	8 -1,512	-99%	-$35K	﹤0.01%	5109
2018 Q2	$37K	Hold	1,520	–	–	﹤0.01%	3317
2018 Q1	$22K	Buy	+1,520	New	+$19.2K	﹤0.01%	3620
2017 Q4	–	Sell	-97	Closed	-$1K	–	4963
2017 Q3	$1K	Sell	97 -87	-47%	-$1.3K	﹤0.01%	4656
2017 Q2	$3K	Buy	184 +41	+29%	+$838	﹤0.01%	4399
2017 Q1	$3K	Buy	+143	New	+$3.56K	﹤0.01%	4279
2016 Q3	–	Sell	-26	Closed	–	–	4478
2016 Q2	$0	Buy	+26	New	+$969	﹤0.01%	4402

Other funds holding CATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisor Group's CATO Position: Q4 2019 in Review

Advisor Group increased its Cato Corp (CATO) stake by 8,500% in Q4 2019, buying an estimated $12.2K and bringing the position to 688 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4232.

Advisor Group first reported a position in CATO in Q2 2016 and has held it in 12 quarters since. The position peaked at $37K in Q2 2018. 157 funds tracked by Wall St. Rank hold CATO as of Q4 2019.

Advisor Group held 688 shares of Cato Corp worth $12K as of Q4 2019.
Advisor Group bought 680 Cato Corp shares in Q4 2019, an estimated $12.2K.
Cato Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4232 holding.
Advisor Group first reported a position in Cato Corp in Q2 2016 and has held it in 12 quarters since.
Advisor Group's Cato Corp position peaked at $37K in Q2 2018.
157 funds tracked by Wall St. Rank held Cato Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.