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Catalyst Funds Management’s Shenandoah Telecom SHEN Stock Holding History

Catalyst Funds Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,700
Closed -$66.3K – 1117
2024
Q3 		$66.3K Buy
4,700
+3,900
+488% +$64.4K 0.01% 661
2024
Q2 		$13.1K Sell
800
-1,990
-71% -$32.1K ﹤0.01% 835
2024
Q1 		$48.5K Buy
+2,790
New +$54.1K 0.01% 571

Other funds holding SHEN

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
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Catalyst Funds Management sold out of Shenandoah Telecom (SHEN) in Q4 2024, closing a stake of 4,700 shares — an estimated $66.3K sold.

Catalyst Funds Management first reported a position in SHEN in Q1 2024 and held it in 3 quarters. The position peaked at $66.3K in Q3 2024. 156 funds tracked by Wall St. Rank hold SHEN as of Q4 2024.

  • Catalyst Funds Management reported no remaining Shenandoah Telecom position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 4,700 Shenandoah Telecom shares in Q4 2024, an estimated $66.3K.
  • Catalyst Funds Management first reported a position in Shenandoah Telecom in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Shenandoah Telecom position peaked at $66.3K in Q3 2024.
  • 156 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q4 2024.

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