AG
CATY icon

Aperio Group’s Cathay General Bancorp CATY Stock Holding History

Aperio 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
2020
Q4 		$2.55M Sell
79,303
-20,496
-21% -$558K 0.01% 1122
2020
Q3 		$2.16M Buy
99,799
+15,792
+19% +$386K 0.01% 1079
2020
Q2 		$2.21M Buy
84,007
+32,644
+64% +$833K 0.01% 1064
2020
Q1 		$1.18M Sell
51,363
-24,136
-32% -$773K 0.01% 1240
2019
Q4 		$2.87M Buy
75,499
+11,776
+18% +$430K 0.01% 934
2019
Q3 		$2.21M Sell
63,723
-38,428
-38% -$1.34M 0.01% 1006
2019
Q2 		$3.67M Buy
102,151
+39,503
+63% +$1.4M 0.02% 823
2019
Q1 		$2.12M Buy
62,648
+37,497
+149% +$1.38M 0.01% 1014
2018
Q4 		$843K Sell
25,151
-411
-2% -$15.6K ﹤0.01% 1401
2018
Q3 		$1.06M Buy
25,562
+2,158
+9% +$90.6K ﹤0.01% 1374
2018
Q2 		$948K Buy
23,404
+836
+4% +$34.6K ﹤0.01% 1424
2018
Q1 		$902K Sell
22,568
-518
-2% -$22.2K ﹤0.01% 1382
2017
Q4 		$974K Buy
23,086
+1,468
+7% +$61.3K ﹤0.01% 1316
2017
Q3 		$869K Buy
21,618
+159
+0.7% +$5.87K ﹤0.01% 1352
2017
Q2 		$814K Buy
21,459
+7,494
+54% +$281K 0.01% 1347
2017
Q1 		$526K Buy
13,965
+2,202
+19% +$83.7K ﹤0.01% 1514
2016
Q4 		$447K Buy
11,763
+1,035
+10% +$35K ﹤0.01% 1579
2016
Q3 		$330K Sell
10,728
-159
-1% -$4.82K ﹤0.01% 1666
2016
Q2 		$307K Sell
10,887
-39
-0.4% -$1.16K ﹤0.01% 1647
2016
Q1 		$310K Buy
10,926
+1,712
+19% +$47.4K ﹤0.01% 1627
2015
Q4 		$289K Buy
9,214
+744
+9% +$23.8K ﹤0.01% 1638
2015
Q3 		$254K Buy
8,470
+54
+0.6% +$1.69K ﹤0.01% 1649
2015
Q2 		$273K Sell
8,416
-269
-3% -$8.13K ﹤0.01% 1691
2015
Q1 		$247K Buy
8,685
+562
+7% +$14.5K ﹤0.01% 1688
2014
Q4 		$208K Buy
+8,123
New +$206K ﹤0.01% 1718

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aperio Group's CATY Position: Q4 2020 in Review

Aperio Group reduced its Cathay General Bancorp (CATY) stake by 21% in Q4 2020, selling an estimated $558K and leaving 79,303 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #1122.

Aperio Group first reported a position in CATY in Q4 2014 and has held it in 25 quarters since. The position peaked at $3.67M in Q2 2019. 211 funds tracked by Wall St. Rank hold CATY as of Q4 2020.

  • Aperio Group held 79,303 shares of Cathay General Bancorp worth $2.55M as of Q4 2020.
  • Aperio Group sold 20,496 Cathay General Bancorp shares in Q4 2020, an estimated $558K.
  • Cathay General Bancorp made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1122 holding.
  • Aperio Group first reported a position in Cathay General Bancorp in Q4 2014 and has held it in 25 quarters since.
  • Aperio Group's Cathay General Bancorp position peaked at $3.67M in Q2 2019.
  • 211 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.