BIM
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Bogle Investment Management’s Cato Corp CATO Stock Holding History

Bogle 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
2015
Q2 		– Sell
-22,040
Closed -$872K – 366
2015
Q1 		$872K Buy
+22,040
New +$936K 0.06% 259
2014
Q4 		– Sell
-12,400
Closed -$427K – 360
2014
Q3 		$427K Buy
+12,400
New +$413K 0.03% 300

Other funds holding CATO

RA
Royce & Associates New York $10.1B AUM 42.88% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bogle Investment Management's CATO Position: Q2 2015 in Review

Bogle Investment Management sold out of Cato Corp (CATO) in Q2 2015, closing a stake of 22,040 shares — an estimated $872K sold.

Bogle Investment Management first reported a position in CATO in Q3 2014 and held it in 2 quarters. The position peaked at $872K in Q1 2015. 160 funds tracked by Wall St. Rank hold CATO as of Q2 2015.

  • Bogle Investment Management reported no remaining Cato Corp position as of Q2 2015 after selling out during the quarter.
  • Bogle Investment Management sold 22,040 Cato Corp shares in Q2 2015, an estimated $872K.
  • Bogle Investment Management first reported a position in Cato Corp in Q3 2014 and held it in 2 quarters.
  • Bogle Investment Management's Cato Corp position peaked at $872K in Q1 2015.
  • 160 funds tracked by Wall St. Rank held Cato Corp as of Q2 2015.

Based on Bogle Investment Management's 13F filing for Q2 2015, filed 13 Aug 2015.