Bank of Montreal
SHYF

Bank of Montreal’s The Shyft Group SHYF Stock Holding History

Bank of Montreal’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
Q1 		– Sell
-44,550
Closed -$568K – 4273
2023
Q4 		$568K Buy
+44,550
New +$544K ﹤0.01% 2410
2021
Q4 		– Sell
-56,558
Closed -$2.2M – 3833
2021
Q3 		$2.2M Sell
56,558
-2,895
-5% -$117K ﹤0.01% 2019
2021
Q2 		$2.16M Buy
59,453
+15,881
+36% +$599K ﹤0.01% 2021
2021
Q1 		$1.69M Sell
43,572
-16,379
-27% -$549K ﹤0.01% 1870
2020
Q4 		$1.8M Buy
59,951
+3,332
+6% +$79.8K ﹤0.01% 1879
2020
Q3 		$1.22M Sell
56,619
-6,123
-10% -$114K ﹤0.01% 1885
2020
Q2 		$928K Buy
62,742
+14,912
+31% +$225K ﹤0.01% 1968
2020
Q1 		$552K Buy
47,830
+43,588
+1,028% +$689K ﹤0.01% 1933
2019
Q4 		$77K Buy
4,242
+1,232
+41% +$20.6K ﹤0.01% 3616
2019
Q3 		$41K Buy
3,010
+72
+2% +$878 ﹤0.01% 3725
2019
Q2 		$32K Buy
2,938
+2,923
+19,487% +$26.9K ﹤0.01% 3903
2019
Q1 		$0 Sell
15
-86,101
-100% -$735K ﹤0.01% 4694
2018
Q4 		$623K Sell
86,116
-13,268
-13% -$123K ﹤0.01% 2076
2018
Q3 		$1.47M Buy
99,384
+17,056
+21% +$255K ﹤0.01% 1832
2018
Q2 		$1.24M Buy
82,328
+68,808
+509% +$1.11M ﹤0.01% 1891
2018
Q1 		$232K Hold
13,520
– – ﹤0.01% 2572
2017
Q4 		$212K Hold
13,520
– – ﹤0.01% 2655
2017
Q3 		$150K Buy
+13,520
New +$126K ﹤0.01% 2785
2016
Q3 		– Sell
-52
Closed – – 4170
2016
Q2 		$0 Buy
+52
New +$289 ﹤0.01% 4294
2015
Q2 		– Sell
-2,601
Closed -$13K – 4090
2015
Q1 		$13K Buy
+2,601
New +$13.5K ﹤0.01% 3414
2014
Q3 		– Sell
-840
Closed -$4K – 4364
2014
Q2 		$4K Buy
+840
New +$4.29K ﹤0.01% 4276

Other funds holding SHYF

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal's SHYF Position: Q1 2024 in Review

Bank of Montreal sold out of The Shyft Group (SHYF) in Q1 2024, closing a stake of 44,550 shares — an estimated $568K sold.

Bank of Montreal first reported a position in SHYF in Q2 2014 and held it in 21 quarters. The position peaked at $2.2M in Q3 2021. 153 funds tracked by Wall St. Rank hold SHYF as of Q1 2024.

  • Bank of Montreal reported no remaining The Shyft Group position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 44,550 The Shyft Group shares in Q1 2024, an estimated $568K.
  • Bank of Montreal first reported a position in The Shyft Group in Q2 2014 and held it in 21 quarters.
  • Bank of Montreal's The Shyft Group position peaked at $2.2M in Q3 2021.
  • 153 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.