CAPTRUST Financial Advisors
SHYF

CAPTRUST Financial Advisors’s The Shyft Group SHYF Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-21,564
Closed -$401K – 3713
2022
Q2 		$401K Buy
21,564
+19,889
+1,187% +$488K ﹤0.01% 1257
2022
Q1 		$60K Sell
1,675
-24,793
-94% -$1.05M ﹤0.01% 2664
2021
Q4 		$1.3M Sell
26,468
-21,862
-45% -$1,000K 0.01% 697
2021
Q3 		$1.84M Buy
48,330
+141
+0.3% +$5.71K 0.02% 541
2021
Q2 		$1.8M Sell
48,189
-19
-0% -$716 0.02% 532
2021
Q1 		$1.79M Buy
48,208
+795
+2% +$26.6K 0.02% 503
2020
Q4 		$1.35M Buy
47,413
+46,488
+5,026% +$1.11M 0.02% 506
2020
Q3 		$18K Sell
925
-46,488
-98% -$866K ﹤0.01% 2021
2020
Q2 		$781K Hold
47,413
– – 0.01% 572
2020
Q1 		$574K Hold
47,413
– – 0.01% 556
2019
Q4 		$872K Hold
47,413
– – 0.01% 538
2019
Q3 		$651K Sell
47,413
-10,000
-17% -$122K 0.02% 365
2019
Q2 		$629K Buy
+57,413
New +$529K 0.02% 356
2019
Q1 		– Sell
-57,413
Closed -$415K – 1881
2018
Q4 		$415K Hold
57,413
– – 0.02% 334
2018
Q3 		$847K Buy
+57,413
New +$858K 0.04% 241

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CAPTRUST Financial Advisors's SHYF Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of The Shyft Group (SHYF) in Q3 2022, closing a stake of 21,564 shares — an estimated $401K sold.

CAPTRUST Financial Advisors first reported a position in SHYF in Q3 2018 and held it in 15 quarters. The position peaked at $1.84M in Q3 2021. 178 funds tracked by Wall St. Rank hold SHYF as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining The Shyft Group position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 21,564 The Shyft Group shares in Q3 2022, an estimated $401K.
  • CAPTRUST Financial Advisors first reported a position in The Shyft Group in Q3 2018 and held it in 15 quarters.
  • CAPTRUST Financial Advisors's The Shyft Group position peaked at $1.84M in Q3 2021.
  • 178 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.