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Meritage Portfolio Management’s Cato Corp CATO Stock Holding History

Meritage Portfolio Management’s Portfolio CATO Stock Details CATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-133,250
Closed -$4.59M – 210
2014
Q3 		$4.59M Buy
133,250
+2,385
+2% +$79.5K 0.52% 95
2014
Q2 		$4.04M Buy
+130,865
New +$3.81M 0.44% 136

Other funds holding CATO

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Meritage Portfolio Management's CATO Position: Q4 2014 in Review

Meritage Portfolio Management sold out of Cato Corp (CATO) in Q4 2014, closing a stake of 133,250 shares — an estimated $4.59M sold.

Meritage Portfolio Management first reported a position in CATO in Q2 2014 and held it in 2 quarters. The position peaked at $4.59M in Q3 2014. 154 funds tracked by Wall St. Rank hold CATO as of Q4 2014.

  • Meritage Portfolio Management reported no remaining Cato Corp position as of Q4 2014 after selling out during the quarter.
  • Meritage Portfolio Management sold 133,250 Cato Corp shares in Q4 2014, an estimated $4.59M.
  • Meritage Portfolio Management first reported a position in Cato Corp in Q2 2014 and held it in 2 quarters.
  • Meritage Portfolio Management's Cato Corp position peaked at $4.59M in Q3 2014.
  • 154 funds tracked by Wall St. Rank held Cato Corp as of Q4 2014.

Based on Meritage Portfolio Management's 13F filing for Q4 2014, filed 29 Jan 2015.