Next Financial Group’s Cato Corp CATO Stock Holding History

Next Financial Group’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
2021 Q4	$18K	Hold	1,042	–	–	﹤0.01%	1921
2021 Q3	$17K	Hold	1,042	–	–	﹤0.01%	1849
2021 Q2	$18K	Sell	1,042 -154	-13%	-$2.28K	﹤0.01%	1785
2021 Q1	$14K	Sell	1,196 -4	-0.3%	-$47	﹤0.01%	1758
2020 Q4	$12K	Buy	1,200 +300	+33%	+$2.37K	﹤0.01%	1702
2020 Q3	$7K	Buy	+900	New	+$7.07K	﹤0.01%	1717
2020 Q2	–	Sell	-2,053	Closed	-$22K	–	787
2020 Q1	$22K	Buy	2,053 +557	+37%	+$8.43K	﹤0.01%	1230
2019 Q4	$26K	Buy	1,496 +196	+15%	+$3.51K	﹤0.01%	1423
2019 Q3	$23K	Hold	1,300	–	–	﹤0.01%	1384
2019 Q2	$16K	Buy	1,300 +400	+44%	+$5.45K	﹤0.01%	1533
2019 Q1	$13K	Sell	900 -500	-36%	-$7.39K	﹤0.01%	1050
2018 Q4	$20K	Sell	1,400 -125	-8%	-$2.15K	﹤0.01%	1085
2018 Q3	$32K	Buy	+1,525	New	+$35.3K	0.01%	641
2017 Q4	–	Sell	-1,025	Closed	-$13K	–	417
2017 Q3	$13K	Hold	1,025	–	–	﹤0.01%	1106
2017 Q2	$18K	Hold	1,025	–	–	﹤0.01%	1124
2017 Q1	$23K	Sell	1,025 -600	-37%	-$14.9K	0.01%	990
2016 Q4	$49K	Hold	1,625	–	–	0.01%	970
2016 Q3	$53K	Buy	1,625 +1,325	+442%	+$45.8K	0.01%	919
2016 Q2	$11K	Hold	300	–	–	﹤0.01%	1158
2016 Q1	$11K	Hold	300	–	–	﹤0.01%	1121
2015 Q4	$11K	Hold	300	–	–	﹤0.01%	1132
2015 Q3	$10K	Hold	300	–	–	﹤0.01%	1193
2015 Q2	$11K	Hold	300	–	–	﹤0.01%	1222
2015 Q1	$11K	Hold	300	–	–	﹤0.01%	1193
2014 Q4	$13K	Hold	300	–	–	﹤0.01%	1141
2014 Q3	$10K	Hold	300	–	–	﹤0.01%	1745
2014 Q2	$10K	Buy	+300	New	+$8.73K	0.01%	779

Other funds holding CATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's CATO Position: Q4 2021 in Review

Next Financial Group held its Cato Corp (CATO) position steady in Q4 2021 at 1,042 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Next Financial Group first reported a position in CATO in Q2 2014 and has held it in 27 quarters since. The position peaked at $53K in Q3 2016. 116 funds tracked by Wall St. Rank hold CATO as of Q4 2021.

Next Financial Group held 1,042 shares of Cato Corp worth $18K as of Q4 2021.
Next Financial Group left its Cato Corp share count unchanged in Q4 2021.
Cato Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1921 holding.
Next Financial Group first reported a position in Cato Corp in Q2 2014 and has held it in 27 quarters since.
Next Financial Group's Cato Corp position peaked at $53K in Q3 2016.
116 funds tracked by Wall St. Rank held Cato Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.