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Catalyst Funds Management’s UNIFI UFI Stock Holding History

Catalyst Funds Management’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-890
Closed -$6.53K – 1218
2024
Q3 		$6.53K Hold
890
– – ﹤0.01% 1226
2024
Q2 		$5.24K Sell
890
-700
-44% -$4.17K ﹤0.01% 1056
2024
Q1 		$9.52K Buy
+1,590
New +$9.63K ﹤0.01% 890

Other funds holding UFI

ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 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 $481B AUM 30.42% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Catalyst Funds Management sold out of UNIFI (UFI) in Q4 2024, closing a stake of 890 shares — an estimated $6.53K sold.

Catalyst Funds Management first reported a position in UFI in Q1 2024 and held it in 3 quarters. The position peaked at $9.52K in Q1 2024. 58 funds tracked by Wall St. Rank hold UFI as of Q4 2024.

  • Catalyst Funds Management reported no remaining UNIFI position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 890 UNIFI shares in Q4 2024, an estimated $6.53K.
  • Catalyst Funds Management first reported a position in UNIFI in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's UNIFI position peaked at $9.52K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held UNIFI as of Q4 2024.

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