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Steward Financial Group’s Cathay General Bancorp CATY Stock Holding History

Steward Financial Group’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 		$2K Buy
+64
New +$2.29K ﹤0.01% 936
2022
Q3 		– Sell
-39
Closed -$1K – 271
2022
Q2 		$1K Buy
+39
New +$1.59K ﹤0.01% 684

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

Steward Financial Group's CATY Position: Q3 2023 in Review

Steward Financial Group opened a new position in Cathay General Bancorp (CATY) in Q3 2023: 64 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #936 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CATY as recently as Q2 2022.

Steward Financial Group first reported a position in CATY in Q2 2022 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold CATY as of Q3 2023.

  • Steward Financial Group held 64 shares of Cathay General Bancorp worth $2K as of Q3 2023.
  • Cathay General Bancorp was a new Steward Financial Group position in Q3 2023.
  • Cathay General Bancorp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #936 holding.
  • Steward Financial Group first reported a position in Cathay General Bancorp in Q2 2022 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.