AssetMark Inc
SHYF

AssetMark Inc’s The Shyft Group SHYF Stock Holding History

AssetMark Inc’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
Q4 		– Sell
-1,380
Closed -$20.7K – 1996
2023
Q3 		$20.7K Hold
1,380
– – ﹤0.01% 1233
2023
Q2 		$30.4K Hold
1,380
– – ﹤0.01% 1161
2023
Q1 		$31.4K Hold
1,380
– – ﹤0.01% 1123
2022
Q4 		$34.3K Hold
1,380
– – ﹤0.01% 1120
2022
Q3 		$28K Buy
1,380
+250
+22% +$5.83K ﹤0.01% 1068
2022
Q2 		$21K Buy
1,130
+350
+45% +$8.58K ﹤0.01% 1111
2022
Q1 		$28K Buy
780
+55
+8% +$2.34K ﹤0.01% 1021
2021
Q4 		$36K Hold
725
– – ﹤0.01% 975
2021
Q3 		$28K Hold
725
– – ﹤0.01% 890
2021
Q2 		$27K Buy
725
+60
+9% +$2.26K ﹤0.01% 857
2021
Q1 		$25K Hold
665
– – ﹤0.01% 837
2020
Q4 		$19K Buy
+665
New +$15.9K ﹤0.01% 854

Other funds holding SHYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AssetMark Inc's SHYF Position: Q4 2023 in Review

AssetMark Inc sold out of The Shyft Group (SHYF) in Q4 2023, closing a stake of 1,380 shares — an estimated $20.7K sold.

AssetMark Inc first reported a position in SHYF in Q4 2020 and held it in 12 quarters. The position peaked at $36K in Q4 2021. 167 funds tracked by Wall St. Rank hold SHYF as of Q4 2023.

  • AssetMark Inc reported no remaining The Shyft Group position as of Q4 2023 after selling out during the quarter.
  • AssetMark Inc sold 1,380 The Shyft Group shares in Q4 2023, an estimated $20.7K.
  • AssetMark Inc first reported a position in The Shyft Group in Q4 2020 and held it in 12 quarters.
  • AssetMark Inc's The Shyft Group position peaked at $36K in Q4 2021.
  • 167 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2023.

Based on AssetMark Inc's 13F filing for Q4 2023, filed 9 Feb 2024.