CPA
SHYF

Capital Performance Advisors’s The Shyft Group SHYF Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-638
Closed -$8.01K – 2253
2024
Q3 		$8.01K Buy
+638
New +$8.21K ﹤0.01% 925

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Capital Performance Advisors's SHYF Position: Q4 2024 in Review

Capital Performance Advisors sold out of The Shyft Group (SHYF) in Q4 2024, closing a stake of 638 shares — an estimated $8.01K sold.

Capital Performance Advisors first reported a position in SHYF in Q3 2024 and held it in 1 quarter. The position peaked at $8.01K in Q3 2024. 149 funds tracked by Wall St. Rank hold SHYF as of Q4 2024.

  • Capital Performance Advisors reported no remaining The Shyft Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 638 The Shyft Group shares in Q4 2024, an estimated $8.01K.
  • Capital Performance Advisors first reported a position in The Shyft Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's The Shyft Group position peaked at $8.01K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.