Centric Wealth Management’s The Shyft Group SHYF Stock Holding History

Centric Wealth Management’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
2021 Q2	–	Sell	-38,000	Closed	-$1.41M	–	195
2021 Q1	$1.41M	Sell	38,000 -11,000	-22%	-$369K	0.4%	61
2020 Q4	$1.39M	Buy	+49,000	New	+$1.17M	0.43%	62
2020 Q3	–	Sell	-64,400	Closed	-$1.08M	–	152
2020 Q2	$1.08M	Buy	+64,400	New	+$973K	0.57%	49
2020 Q1	–	Sell	-12,800	Closed	-$231K	–	131
2019 Q4	$231K	Buy	+12,800	New	+$214K	0.18%	82

Other funds holding SHYF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Centric Wealth Management's SHYF Position: Q2 2021 in Review

Centric Wealth Management sold out of The Shyft Group (SHYF) in Q2 2021, closing a stake of 38,000 shares — an estimated $1.41M sold.

Centric Wealth Management first reported a position in SHYF in Q4 2019 and held it in 4 quarters. The position peaked at $1.41M in Q1 2021. 180 funds tracked by Wall St. Rank hold SHYF as of Q2 2021.

Centric Wealth Management reported no remaining The Shyft Group position as of Q2 2021 after selling out during the quarter.
Centric Wealth Management sold 38,000 The Shyft Group shares in Q2 2021, an estimated $1.41M.
Centric Wealth Management first reported a position in The Shyft Group in Q4 2019 and held it in 4 quarters.
Centric Wealth Management's The Shyft Group position peaked at $1.41M in Q1 2021.
180 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2021.

Based on Centric Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.