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CATO icon

UBS’s Cato Corp CATO Stock Holding History

UBS’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
Q3 		$1.27M Buy
+36,811
New +$1.23M ﹤0.01% 3356
2014
Q1 		– Sell
-1,194
Closed -$38K – 10437
2013
Q4 		$38K Buy
+1,194
New +$36.7K ﹤0.01% 7311
2013
Q3 		– Sell
-3,224
Closed -$80K – 10370
2013
Q2 		$80K Buy
+3,224
New +$78.8K ﹤0.01% 6162

Other funds holding CATO

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's CATO Position: Q3 2014 in Review

UBS opened a new position in Cato Corp (CATO) in Q3 2014: 36,811 shares worth $1.27M. The stake represents ﹤0.01% of the portfolio and ranks #3356 among its holdings. This is a return to the name: UBS previously reported a position in CATO as recently as Q4 2013.

UBS first reported a position in CATO in Q2 2013 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold CATO as of Q3 2014.

  • UBS held 36,811 shares of Cato Corp worth $1.27M as of Q3 2014.
  • Cato Corp was a new UBS position in Q3 2014.
  • Cato Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3356 holding.
  • UBS first reported a position in Cato Corp in Q2 2013 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Cato Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.