CWC
SHYF

Carolinas Wealth Consulting’s The Shyft Group SHYF Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-102
Closed -$2K – 1099
2022
Q3 		$2K Hold
102
– – ﹤0.01% 777
2022
Q2 		$2K Buy
102
+1
+1% +$25 ﹤0.01% 779
2022
Q1 		$4K Hold
101
– – ﹤0.01% 736
2021
Q4 		$5K Sell
101
-1
-1% -$46 ﹤0.01% 715
2021
Q3 		$4K Buy
102
+1
+1% +$41 ﹤0.01% 714
2021
Q2 		$4K Hold
101
– – ﹤0.01% 742
2021
Q1 		$4K Hold
101
– – ﹤0.01% 748
2020
Q4 		$3K Hold
101
– – ﹤0.01% 716
2020
Q3 		$2K Hold
101
– – ﹤0.01% 741
2020
Q2 		$2K Buy
+101
New +$1.53K ﹤0.01% 512

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
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
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
TAM
Tabor Asset Management New York $249M AUM 48.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carolinas Wealth Consulting's SHYF Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of The Shyft Group (SHYF) in Q4 2022, closing a stake of 102 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in SHYF in Q2 2020 and held it in 10 quarters. The position peaked at $5K in Q4 2021. 182 funds tracked by Wall St. Rank hold SHYF as of Q4 2022.

  • Carolinas Wealth Consulting reported no remaining The Shyft Group position as of Q4 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 102 The Shyft Group shares in Q4 2022, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in The Shyft Group in Q2 2020 and held it in 10 quarters.
  • Carolinas Wealth Consulting's The Shyft Group position peaked at $5K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.