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Disciplined Investments’s Cathay General Bancorp CATY Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-15
Closed -$483 – 326
2023
Q2 		$483 Sell
15
-2
-12% -$63 ﹤0.01% 1235
2023
Q1 		$587 Buy
17
+3
+21% +$123 ﹤0.01% 1178
2022
Q4 		$571 Sell
14
-2
-13% -$87 ﹤0.01% 1140
2022
Q3 		$1K Sell
16
-2
-11% -$83 ﹤0.01% 815
2022
Q2 		$1K Buy
18
+2
+13% +$82 ﹤0.01% 831
2022
Q1 		$1K Buy
+16
New +$736 ﹤0.01% 893

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Disciplined Investments's CATY Position: Q3 2023 in Review

Disciplined Investments sold out of Cathay General Bancorp (CATY) in Q3 2023, closing a stake of 15 shares — an estimated $483 sold.

Disciplined Investments first reported a position in CATY in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 217 funds tracked by Wall St. Rank hold CATY as of Q3 2023.

  • Disciplined Investments reported no remaining Cathay General Bancorp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 15 Cathay General Bancorp shares in Q3 2023, an estimated $483.
  • Disciplined Investments first reported a position in Cathay General Bancorp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Cathay General Bancorp position peaked at $1K in Q3 2022.
  • 217 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.