CIA
SHYF

Cape Investment Advisory’s The Shyft Group SHYF Stock Holding History

Cape Investment Advisory’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
-679
Closed -$8.3K – 1140
2023
Q4 		$8.3K Buy
+679
New +$8.3K ﹤0.01% 704

Other funds holding SHYF

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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 $2.9T AUM 29.55% 1-Year Est. Return

Cape Investment Advisory's SHYF Position: Q1 2024 in Review

Cape Investment Advisory sold out of The Shyft Group (SHYF) in Q1 2024, closing a stake of 679 shares — an estimated $8.3K sold.

Cape Investment Advisory first reported a position in SHYF in Q4 2023 and held it in 1 quarter. The position peaked at $8.3K in Q4 2023. 153 funds tracked by Wall St. Rank hold SHYF as of Q1 2024.

  • Cape Investment Advisory reported no remaining The Shyft Group position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 679 The Shyft Group shares in Q1 2024, an estimated $8.3K.
  • Cape Investment Advisory first reported a position in The Shyft Group in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's The Shyft Group position peaked at $8.3K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.