CI
SHYF

Cavalier Investments’s The Shyft Group SHYF Stock Holding History

Cavalier Investments’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
2018
Q4 		– Sell
-16,800
Closed -$248K – 188
2018
Q3 		$248K Hold
16,800
– – 0.07% 154
2018
Q2 		$253K Buy
+16,800
New +$272K 0.09% 144

Other funds holding SHYF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Cavalier Investments's SHYF Position: Q4 2018 in Review

Cavalier Investments sold out of The Shyft Group (SHYF) in Q4 2018, closing a stake of 16,800 shares — an estimated $248K sold.

Cavalier Investments first reported a position in SHYF in Q2 2018 and held it in 2 quarters. The position peaked at $253K in Q2 2018. 137 funds tracked by Wall St. Rank hold SHYF as of Q4 2018.

  • Cavalier Investments reported no remaining The Shyft Group position as of Q4 2018 after selling out during the quarter.
  • Cavalier Investments sold 16,800 The Shyft Group shares in Q4 2018, an estimated $248K.
  • Cavalier Investments first reported a position in The Shyft Group in Q2 2018 and held it in 2 quarters.
  • Cavalier Investments's The Shyft Group position peaked at $253K in Q2 2018.
  • 137 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2018.

Based on Cavalier Investments's 13F filing for Q4 2018, filed 1 Feb 2019.