CWA
SHYF

Carolina Wealth Advisors’s The Shyft Group SHYF Stock Holding History

Carolina Wealth 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
2020
Q3 		– Sell
-201
Closed -$3K – 225
2020
Q2 		$3K Hold
201
– – ﹤0.01% 147
2020
Q1 		$3K Hold
201
– – ﹤0.01% 145
2019
Q4 		$4K Buy
+201
New +$3.36K ﹤0.01% 156

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 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

Carolina Wealth Advisors's SHYF Position: Q3 2020 in Review

Carolina Wealth Advisors sold out of The Shyft Group (SHYF) in Q3 2020, closing a stake of 201 shares — an estimated $3K sold.

Carolina Wealth Advisors first reported a position in SHYF in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 133 funds tracked by Wall St. Rank hold SHYF as of Q3 2020.

  • Carolina Wealth Advisors reported no remaining The Shyft Group position as of Q3 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 201 The Shyft Group shares in Q3 2020, an estimated $3K.
  • Carolina Wealth Advisors first reported a position in The Shyft Group in Q4 2019 and held it in 3 quarters.
  • Carolina Wealth Advisors's The Shyft Group position peaked at $4K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2020.

Based on Carolina Wealth Advisors's 13F filing for Q3 2020, filed 19 Oct 2020.