B
SHYF

Bailard’s The Shyft Group SHYF Stock Holding History

Bailard’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
-23,932
Closed -$358K – 805
2023
Q3 		$358K Sell
23,932
-920
-4% -$15.5K 0.01% 486
2023
Q2 		$548K Sell
24,852
-2,771
-10% -$65.1K 0.02% 380
2023
Q1 		$628K Sell
27,623
-6,700
-20% -$188K 0.02% 346
2022
Q4 		$853K Buy
34,323
+23,800
+226% +$554K 0.03% 286
2022
Q3 		$215K Buy
+10,523
New +$246K 0.01% 569
2022
Q2 		– Sell
-6,727
Closed -$243K – 783
2022
Q1 		$243K Buy
+6,727
New +$286K 0.01% 612

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

Bailard's SHYF Position: Q4 2023 in Review

Bailard sold out of The Shyft Group (SHYF) in Q4 2023, closing a stake of 23,932 shares — an estimated $358K sold.

Bailard first reported a position in SHYF in Q1 2022 and held it in 6 quarters. The position peaked at $853K in Q4 2022. 167 funds tracked by Wall St. Rank hold SHYF as of Q4 2023.

  • Bailard reported no remaining The Shyft Group position as of Q4 2023 after selling out during the quarter.
  • Bailard sold 23,932 The Shyft Group shares in Q4 2023, an estimated $358K.
  • Bailard first reported a position in The Shyft Group in Q1 2022 and held it in 6 quarters.
  • Bailard's The Shyft Group position peaked at $853K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2023.

Based on Bailard's 13F filing for Q4 2023, filed 2 Feb 2024.