AE Wealth Management’s The Shyft Group SHYF Stock Holding History

AE Wealth Management’s Portfolio SHYF Stock Details SHYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-23,215	Closed	-$512K	–	2056
2023 Q2	$512K	Buy	23,215 +15	+0.1%	+$352	﹤0.01%	1384
2023 Q1	$528K	Hold	23,200	–	–	﹤0.01%	1330
2022 Q4	$577K	Hold	23,200	–	–	﹤0.01%	1237
2022 Q3	$474K	Hold	23,200	–	–	﹤0.01%	1290
2022 Q2	$431K	Hold	23,200	–	–	﹤0.01%	1275
2022 Q1	$838K	Hold	23,200	–	–	0.01%	978
2021 Q4	$1.14M	Sell	23,200 -2,000	-8%	-$91.5K	0.01%	888
2021 Q3	$958K	Hold	25,200	–	–	0.01%	883
2021 Q2	$943K	Hold	25,200	–	–	0.01%	869
2021 Q1	$937K	Sell	25,200 -3	-0%	-$101	0.01%	794
2020 Q4	$715K	Sell	25,203 -5,003	-17%	-$120K	0.01%	829
2020 Q3	$570K	Sell	30,206 -34	-0.1%	-$634	0.01%	837
2020 Q2	$509K	Buy	30,240 +236	+0.8%	+$3.57K	0.01%	875
2020 Q1	$387K	Sell	30,004 -3,722	-11%	-$58.9K	0.01%	770
2019 Q4	$610K	Sell	33,726 -225	-0.7%	-$3.76K	0.01%	671
2019 Q3	$466K	Buy	33,951 +237	+0.7%	+$2.89K	0.01%	636
2019 Q2	$370K	Hold	33,714	–	–	0.01%	675
2019 Q1	$298K	Buy	+33,714	New	+$288K	0.02%	468

Other funds holding SHYF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

AE Wealth Management's SHYF Position: Q3 2023 in Review

AE Wealth Management sold out of The Shyft Group (SHYF) in Q3 2023, closing a stake of 23,215 shares — an estimated $512K sold.

AE Wealth Management first reported a position in SHYF in Q1 2019 and held it in 18 quarters. The position peaked at $1.14M in Q4 2021. 180 funds tracked by Wall St. Rank hold SHYF as of Q3 2023.

AE Wealth Management reported no remaining The Shyft Group position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 23,215 The Shyft Group shares in Q3 2023, an estimated $512K.
AE Wealth Management first reported a position in The Shyft Group in Q1 2019 and held it in 18 quarters.
AE Wealth Management's The Shyft Group position peaked at $1.14M in Q4 2021.
180 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.