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Catalyst Funds Management’s Community Bank CBU Stock Holding History

Catalyst Funds Management’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,600
Closed -$92.9K – 481
2024
Q3 		$92.9K Buy
1,600
+700
+78% +$40.1K 0.02% 534
2024
Q2 		$42.5K Sell
900
-7,950
-90% -$360K 0.01% 466
2024
Q1 		$425K Buy
+8,850
New +$413K 0.12% 151

Other funds holding CBU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Catalyst Funds Management's CBU Position: Q4 2024 in Review

Catalyst Funds Management sold out of Community Bank (CBU) in Q4 2024, closing a stake of 1,600 shares — an estimated $92.9K sold.

Catalyst Funds Management first reported a position in CBU in Q1 2024 and held it in 3 quarters. The position peaked at $425K in Q1 2024. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

  • Catalyst Funds Management reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 1,600 Community Bank shares in Q4 2024, an estimated $92.9K.
  • Catalyst Funds Management first reported a position in Community Bank in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Community Bank position peaked at $425K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.