SLF
CATY icon

Sun Life Financial’s Cathay General Bancorp CATY Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-16,012
Closed -$556K – 483
2019
Q3 		$556K Buy
16,012
+90
+0.6% +$3.14K 0.14% 86
2019
Q2 		$572K Hold
15,922
– – 0.14% 77
2019
Q1 		$540K Buy
15,922
+2,638
+20% +$97K 0.12% 102
2018
Q4 		$445K Buy
13,284
+67
+0.5% +$2.54K 0.09% 107
2018
Q3 		$548K Buy
13,217
+1,051
+9% +$44.1K 0.1% 115
2018
Q2 		$493K Buy
+12,166
New +$504K 0.07% 120

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sun Life Financial's CATY Position: Q4 2019 in Review

Sun Life Financial sold out of Cathay General Bancorp (CATY) in Q4 2019, closing a stake of 16,012 shares — an estimated $556K sold.

Sun Life Financial first reported a position in CATY in Q2 2018 and held it in 6 quarters. The position peaked at $572K in Q2 2019. 218 funds tracked by Wall St. Rank hold CATY as of Q4 2019.

  • Sun Life Financial reported no remaining Cathay General Bancorp position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 16,012 Cathay General Bancorp shares in Q4 2019, an estimated $556K.
  • Sun Life Financial first reported a position in Cathay General Bancorp in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Cathay General Bancorp position peaked at $572K in Q2 2019.
  • 218 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.