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Albion Financial Group’s Cathay General Bancorp CATY Stock Holding History

Albion Financial Group’s Portfolio CATY Stock Details CATY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-23
Closed -$1K – 453
2022
Q2 		$1K Hold
23
– – ﹤0.01% 450
2022
Q1 		$1K Sell
23
-23
-50% -$1.06K ﹤0.01% 513
2021
Q4 		$2K Buy
+46
New +$1.98K ﹤0.01% 509

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Albion Financial Group's CATY Position: Q3 2022 in Review

Albion Financial Group sold out of Cathay General Bancorp (CATY) in Q3 2022, closing a stake of 23 shares — an estimated $1K sold.

Albion Financial Group first reported a position in CATY in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 246 funds tracked by Wall St. Rank hold CATY as of Q3 2022.

  • Albion Financial Group reported no remaining Cathay General Bancorp position as of Q3 2022 after selling out during the quarter.
  • Albion Financial Group sold 23 Cathay General Bancorp shares in Q3 2022, an estimated $1K.
  • Albion Financial Group first reported a position in Cathay General Bancorp in Q4 2021 and held it in 3 quarters.
  • Albion Financial Group's Cathay General Bancorp position peaked at $2K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2022.

Based on Albion Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.