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Kaizen Advisory’s Cathay General Bancorp CATY Stock Holding History

Kaizen Advisory’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
2018
Q4 		$675K Sell
20,135
-3,911
-16% -$148K 0.47% 65
2018
Q3 		$996K Buy
+24,046
New +$1.01M 0.52% 65

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kaizen Advisory's CATY Position: Q4 2018 in Review

Kaizen Advisory reduced its Cathay General Bancorp (CATY) stake by 16% in Q4 2018, selling an estimated $148K and leaving 20,135 shares worth $675K. The position accounts for 0.47% of the portfolio, ranked #65.

Kaizen Advisory first reported a position in CATY in Q3 2018 and has held it in 2 quarters since. The position peaked at $996K in Q3 2018. 244 funds tracked by Wall St. Rank hold CATY as of Q4 2018.

  • Kaizen Advisory held 20,135 shares of Cathay General Bancorp worth $675K as of Q4 2018.
  • Kaizen Advisory sold 3,911 Cathay General Bancorp shares in Q4 2018, an estimated $148K.
  • Cathay General Bancorp made up 0.47% of Kaizen Advisory's portfolio in Q4 2018, its #65 holding.
  • Kaizen Advisory first reported a position in Cathay General Bancorp in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Cathay General Bancorp position peaked at $996K in Q3 2018.
  • 244 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.