AIM
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Assured Investment Management’s Cato Corp CATO Stock Holding History

Assured Investment Management’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
Q1 		– Sell
-22,319
Closed -$318K – 1143
2018
Q4 		$318K Buy
+22,319
New +$385K 0.01% 788
2018
Q3 		– Sell
-39,298
Closed -$968K – 1175
2018
Q2 		$968K Buy
39,298
+29,165
+288% +$575K 0.02% 571
2018
Q1 		$149K Buy
+10,133
New +$128K ﹤0.01% 1020

Other funds holding CATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Assured Investment Management's CATO Position: Q1 2019 in Review

Assured Investment Management sold out of Cato Corp (CATO) in Q1 2019, closing a stake of 22,319 shares — an estimated $318K sold.

Assured Investment Management first reported a position in CATO in Q1 2018 and held it in 3 quarters. The position peaked at $968K in Q2 2018. 153 funds tracked by Wall St. Rank hold CATO as of Q1 2019.

  • Assured Investment Management reported no remaining Cato Corp position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 22,319 Cato Corp shares in Q1 2019, an estimated $318K.
  • Assured Investment Management first reported a position in Cato Corp in Q1 2018 and held it in 3 quarters.
  • Assured Investment Management's Cato Corp position peaked at $968K in Q2 2018.
  • 153 funds tracked by Wall St. Rank held Cato Corp as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.