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Brinker Capital Investments’s Cathay General Bancorp CATY Stock Holding History

Brinker Capital Investments’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
2024
Q1 		– Sell
-7,997
Closed -$352K – 1691
2023
Q4 		$352K Sell
7,997
-301
-4% -$11.3K ﹤0.01% 1344
2023
Q3 		$288K Buy
+8,298
New +$296K ﹤0.01% 1399
2023
Q2 		– Sell
-9,722
Closed -$336K – 1627
2023
Q1 		$336K Sell
9,722
-342
-3% -$14.1K ﹤0.01% 1305
2022
Q4 		$411K Buy
10,064
+196
+2% +$8.49K 0.01% 1043
2022
Q3 		$380K Sell
9,868
-163
-2% -$6.78K 0.01% 1033
2022
Q2 		$393K Sell
10,031
-558
-5% -$22.8K 0.01% 1059
2022
Q1 		$474K Sell
10,589
-111
-1% -$5.11K 0.01% 1072
2021
Q4 		$460K Buy
10,700
+651
+6% +$28K 0.01% 1083
2021
Q3 		$396K Hold
10,049
– – 0.01% 1049
2021
Q2 		$396K Sell
10,049
-275
-3% -$11.3K 0.01% 1102
2021
Q1 		$421K Sell
10,324
-12,198
-54% -$470K 0.01% 946
2020
Q4 		$725K Buy
22,522
+7,589
+51% +$207K 0.01% 747
2020
Q3 		$324K Buy
+14,933
New +$365K 0.01% 999

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Brinker Capital Investments's CATY Position: Q1 2024 in Review

Brinker Capital Investments sold out of Cathay General Bancorp (CATY) in Q1 2024, closing a stake of 7,997 shares — an estimated $352K sold.

Brinker Capital Investments first reported a position in CATY in Q3 2020 and held it in 13 quarters. The position peaked at $725K in Q4 2020. 255 funds tracked by Wall St. Rank hold CATY as of Q1 2024.

  • Brinker Capital Investments reported no remaining Cathay General Bancorp position as of Q1 2024 after selling out during the quarter.
  • Brinker Capital Investments sold 7,997 Cathay General Bancorp shares in Q1 2024, an estimated $352K.
  • Brinker Capital Investments first reported a position in Cathay General Bancorp in Q3 2020 and held it in 13 quarters.
  • Brinker Capital Investments's Cathay General Bancorp position peaked at $725K in Q4 2020.
  • 255 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2024.

Based on Brinker Capital Investments's 13F filing for Q1 2024, filed 31 Jul 2025.