UBS AM
CATO icon

UBS AM’s Cato Corp CATO Stock Holding History

UBS AM’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
2024
Q2 		– Sell
-1,085
Closed -$6.26K – 2814
2024
Q1 		$6.26K Buy
+1,085
New +$7.24K ﹤0.01% 2514
2020
Q4 		– Sell
-30,878
Closed -$241K – 2556
2020
Q3 		$241K Buy
30,878
+20,592
+200% +$162K ﹤0.01% 2356
2020
Q2 		$84.1K Sell
10,286
-11,814
-53% -$116K ﹤0.01% 2450
2020
Q1 		$236K Sell
22,100
-5,856
-21% -$88.6K ﹤0.01% 2225
2019
Q4 		$486K Buy
27,956
+4,424
+19% +$79.2K ﹤0.01% 2248
2019
Q3 		$414K Buy
23,532
+13,036
+124% +$196K ﹤0.01% 2360
2019
Q2 		$129K Buy
+10,496
New +$143K ﹤0.01% 2614
2018
Q4 		– Sell
-9,799
Closed -$206K – 2780
2018
Q3 		$206K Hold
9,799
– – ﹤0.01% 2437
2018
Q2 		$241K Buy
+9,799
New +$193K ﹤0.01% 2395
2018
Q1 		– Sell
-12,299
Closed -$196K – 2656
2017
Q4 		$196K Buy
+12,299
New +$178K ﹤0.01% 2322
2016
Q4 		– Sell
-11,599
Closed -$381K – 2524
2016
Q3 		$381K Hold
11,599
– – ﹤0.01% 2135
2016
Q2 		$438K Hold
11,599
– – ﹤0.01% 2026
2016
Q1 		$447K Sell
11,599
-1,300
-10% -$47.8K ﹤0.01% 1982
2015
Q4 		$475K Buy
12,899
+600
+5% +$22.7K ﹤0.01% 2084
2015
Q3 		$419K Hold
12,299
– – ﹤0.01% 2107
2015
Q2 		$477K Buy
12,299
+1,700
+16% +$66.5K ﹤0.01% 2094
2015
Q1 		$420K Buy
10,599
+600
+6% +$25.5K ﹤0.01% 2076
2014
Q4 		$422K Hold
9,999
– – ﹤0.01% 2033
2014
Q3 		$345K Buy
+9,999
New +$333K ﹤0.01% 2063

Other funds holding CATO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Aldebaran Capital Carmel, Indiana $131M AUM 34.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS AM's CATO Position: Q2 2024 in Review

UBS AM sold out of Cato Corp (CATO) in Q2 2024, closing a stake of 1,085 shares — an estimated $6.26K sold.

UBS AM first reported a position in CATO in Q3 2014 and held it in 19 quarters. The position peaked at $486K in Q4 2019. 83 funds tracked by Wall St. Rank hold CATO as of Q2 2024.

  • UBS AM reported no remaining Cato Corp position as of Q2 2024 after selling out during the quarter.
  • UBS AM sold 1,085 Cato Corp shares in Q2 2024, an estimated $6.26K.
  • UBS AM first reported a position in Cato Corp in Q3 2014 and held it in 19 quarters.
  • UBS AM's Cato Corp position peaked at $486K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held Cato Corp as of Q2 2024.

Based on UBS AM's 13F filing for Q2 2024, filed 14 Aug 2024.