JG
CATY icon

Joel Greenblatt’s Cathay General Bancorp CATY Stock Holding History

Joel Greenblatt’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
Q4 		– Sell
-6,569
Closed -$228K – 1342
2023
Q3 		$228K Sell
6,569
-315
-5% -$11.2K ﹤0.01% 1200
2023
Q2 		$222K Buy
6,884
+300
+5% +$9.52K ﹤0.01% 1209
2023
Q1 		$227K Buy
+6,584
New +$270K 0.01% 1226
2018
Q2 		– Sell
-5,050
Closed -$202K – 890
2018
Q1 		$202K Buy
+5,050
New +$216K ﹤0.01% 888
2014
Q2 		– Sell
-14,125
Closed -$356K – 998
2014
Q1 		$356K Sell
14,125
-1,334
-9% -$33.4K 0.01% 860
2013
Q4 		$413K Sell
15,459
-2,813
-15% -$71.4K 0.01% 794
2013
Q3 		$427K Buy
18,272
+21
+0.1% +$485 0.01% 712
2013
Q2 		$371K Buy
+18,251
New +$361K 0.02% 721

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Joel Greenblatt's CATY Position: Q4 2023 in Review

Joel Greenblatt sold out of Cathay General Bancorp (CATY) in Q4 2023, closing a stake of 6,569 shares — an estimated $228K sold.

Joel Greenblatt first reported a position in CATY in Q2 2013 and held it in 8 quarters. The position peaked at $427K in Q3 2013. 226 funds tracked by Wall St. Rank hold CATY as of Q4 2023.

  • Joel Greenblatt reported no remaining Cathay General Bancorp position as of Q4 2023 after selling out during the quarter.
  • Joel Greenblatt sold 6,569 Cathay General Bancorp shares in Q4 2023, an estimated $228K.
  • Joel Greenblatt first reported a position in Cathay General Bancorp in Q2 2013 and held it in 8 quarters.
  • Joel Greenblatt's Cathay General Bancorp position peaked at $427K in Q3 2013.
  • 226 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2023.

Based on Gotham Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.