CWA
SHYF

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

CM 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
2023
Q2 		– Sell
-36,829
Closed -$868K – 382
2023
Q1 		$868K Buy
+36,829
New +$1.03M 0.17% 183

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CM Wealth Advisors's SHYF Position: Q2 2023 in Review

CM Wealth Advisors sold out of The Shyft Group (SHYF) in Q2 2023, closing a stake of 36,829 shares — an estimated $868K sold.

CM Wealth Advisors first reported a position in SHYF in Q1 2023 and held it in 1 quarter. The position peaked at $868K in Q1 2023. 177 funds tracked by Wall St. Rank hold SHYF as of Q2 2023.

  • CM Wealth Advisors reported no remaining The Shyft Group position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 36,829 The Shyft Group shares in Q2 2023, an estimated $868K.
  • CM Wealth Advisors first reported a position in The Shyft Group in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's The Shyft Group position peaked at $868K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.