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Laffer Tengler Investments’s Cathay General Bancorp CATY Stock Holding History

Laffer Tengler 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
-3,996
Closed -$129K – 330
2023
Q2 		$129K Buy
3,996
+9
+0.2% +$286 0.03% 235
2023
Q1 		$138K Sell
3,987
-65
-2% -$2.67K 0.04% 233
2022
Q4 		$165K Buy
+4,052
New +$176K 0.05% 209

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

Laffer Tengler Investments's CATY Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Cathay General Bancorp (CATY) in Q3 2023, closing a stake of 3,996 shares — an estimated $129K sold.

Laffer Tengler Investments first reported a position in CATY in Q4 2022 and held it in 3 quarters. The position peaked at $165K in Q4 2022. 217 funds tracked by Wall St. Rank hold CATY as of Q3 2023.

  • Laffer Tengler Investments reported no remaining Cathay General Bancorp position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 3,996 Cathay General Bancorp shares in Q3 2023, an estimated $129K.
  • Laffer Tengler Investments first reported a position in Cathay General Bancorp in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's Cathay General Bancorp position peaked at $165K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2023.

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