ECM
CATY icon

Everence Capital Management’s Cathay General Bancorp CATY Stock Holding History

Everence Capital Management’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
-6,960
Closed -$299K – 852
2024
Q3 		$299K Hold
6,960
– – 0.02% 589
2024
Q2 		$240 Hold
6,960
– – 0.02% 616
2024
Q1 		$263 Hold
6,960
– – 0.02% 610
2023
Q4 		$310K Hold
6,960
– – 0.02% 549
2023
Q3 		$242 Buy
+6,960
New +$248K 0.02% 604

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Everence Capital Management's CATY Position: Q4 2024 in Review

Everence Capital Management sold out of Cathay General Bancorp (CATY) in Q4 2024, closing a stake of 6,960 shares — an estimated $299K sold.

Everence Capital Management first reported a position in CATY in Q3 2023 and held it in 5 quarters. The position peaked at $310K in Q4 2023. 244 funds tracked by Wall St. Rank hold CATY as of Q4 2024.

  • Everence Capital Management reported no remaining Cathay General Bancorp position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 6,960 Cathay General Bancorp shares in Q4 2024, an estimated $299K.
  • Everence Capital Management first reported a position in Cathay General Bancorp in Q3 2023 and held it in 5 quarters.
  • Everence Capital Management's Cathay General Bancorp position peaked at $310K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.