AWM
SHYF

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

Avior 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
2024
Q2 		– Sell
-6
Closed -$74 – 3489
2024
Q1 		$74 Buy
+6
New +$67 ﹤0.01% 3322

Other funds holding SHYF

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Avior Wealth Management's SHYF Position: Q2 2024 in Review

Avior Wealth Management sold out of The Shyft Group (SHYF) in Q2 2024, closing a stake of 6 shares — an estimated $74 sold.

Avior Wealth Management first reported a position in SHYF in Q1 2024 and held it in 1 quarter. The position peaked at $74 in Q1 2024. 153 funds tracked by Wall St. Rank hold SHYF as of Q2 2024.

  • Avior Wealth Management reported no remaining The Shyft Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 The Shyft Group shares in Q2 2024, an estimated $74.
  • Avior Wealth Management first reported a position in The Shyft Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's The Shyft Group position peaked at $74 in Q1 2024.
  • 153 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.