Berman Capital Advisors’s Cathay General Bancorp CATY Stock Holding History

Berman Capital Advisors’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
2021 Q3	$85K	Sell	2,076 -368	-15%	-$14.3K	0.01%	489
2021 Q2	$96K	Buy	2,444 +459	+23%	+$18.9K	0.02%	388
2021 Q1	$80K	Buy	1,985 +658	+50%	+$25.4K	0.02%	350
2020 Q4	$42K	Buy	1,327 +73	+6%	+$1.99K	0.01%	453
2020 Q3	$27K	Buy	1,254 +345	+38%	+$8.43K	0.01%	502
2020 Q2	$23K	Buy	909 +477	+110%	+$12.2K	0.01%	502
2020 Q1	$9K	Buy	+432	New	+$13.8K	﹤0.01%	684
2019 Q2	–	Sell	-399	Closed	-$13K	–	1475
2019 Q1	$13K	Buy	+399	New	+$14.7K	﹤0.01%	572

Other funds holding CATY

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's CATY Position: Q3 2021 in Review

Berman Capital Advisors reduced its Cathay General Bancorp (CATY) stake by 15% in Q3 2021, selling an estimated $14.3K and leaving 2,076 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #489.

Berman Capital Advisors first reported a position in CATY in Q1 2019 and has held it in 8 quarters since. The position peaked at $96K in Q2 2021. 225 funds tracked by Wall St. Rank hold CATY as of Q3 2021.

Berman Capital Advisors held 2,076 shares of Cathay General Bancorp worth $85K as of Q3 2021.
Berman Capital Advisors sold 368 Cathay General Bancorp shares in Q3 2021, an estimated $14.3K.
Cathay General Bancorp made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #489 holding.
Berman Capital Advisors first reported a position in Cathay General Bancorp in Q1 2019 and has held it in 8 quarters since.
Berman Capital Advisors's Cathay General Bancorp position peaked at $96K in Q2 2021.
225 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.