Claris Advisors’s Cathay General Bancorp CATY Stock Holding History

Claris 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
2024 Q4	–	Sell	-5	Closed	-$215	–	243
2024 Q3	$215	Buy	+5	New	+$209	﹤0.01%	939

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Claris Advisors's CATY Position: Q4 2024 in Review

Claris Advisors sold out of Cathay General Bancorp (CATY) in Q4 2024, closing a stake of 5 shares — an estimated $215 sold.

Claris Advisors first reported a position in CATY in Q3 2024 and held it in 1 quarter. The position peaked at $215 in Q3 2024. 244 funds tracked by Wall St. Rank hold CATY as of Q4 2024.

Claris Advisors reported no remaining Cathay General Bancorp position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 5 Cathay General Bancorp shares in Q4 2024, an estimated $215.
Claris Advisors first reported a position in Cathay General Bancorp in Q3 2024 and held it in 1 quarter.
Claris Advisors's Cathay General Bancorp position peaked at $215 in Q3 2024.
244 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.