Congress Asset Management’s The Shyft Group SHYF Stock Holding History

Congress Asset 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
2023 Q2	–	Sell	-340,250	Closed	-$7.74M	–	385
2023 Q1	$7.74M	Buy	340,250 +23,794	+8%	+$667K	0.07%	182
2022 Q4	$7.87M	Sell	316,456 -573,329	-64%	-$13.3M	0.08%	175
2022 Q3	$18.2M	Buy	889,785 +211,717	+31%	+$4.94M	0.19%	94
2022 Q2	$12.6M	Buy	678,068 +93,759	+16%	+$2.3M	0.12%	133
2022 Q1	$21.1M	Buy	584,309 +138,644	+31%	+$5.89M	0.18%	90
2021 Q4	$21.9M	Buy	445,665 +239,873	+117%	+$11M	0.17%	89
2021 Q3	$7.82M	Buy	205,792 +130,150	+172%	+$5.27M	0.06%	185
2021 Q2	$2.83M	Buy	+75,642	New	+$2.85M	0.02%	251

Other funds holding SHYF

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Congress Asset Management's SHYF Position: Q2 2023 in Review

Congress Asset Management sold out of The Shyft Group (SHYF) in Q2 2023, closing a stake of 340,250 shares — an estimated $7.74M sold.

Congress Asset Management first reported a position in SHYF in Q2 2021 and held it in 8 quarters. The position peaked at $21.9M in Q4 2021. 177 funds tracked by Wall St. Rank hold SHYF as of Q2 2023.

Congress Asset Management reported no remaining The Shyft Group position as of Q2 2023 after selling out during the quarter.
Congress Asset Management sold 340,250 The Shyft Group shares in Q2 2023, an estimated $7.74M.
Congress Asset Management first reported a position in The Shyft Group in Q2 2021 and held it in 8 quarters.
Congress Asset Management's The Shyft Group position peaked at $21.9M in Q4 2021.
177 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2023.

Based on Congress Asset Management's 13F filing for Q2 2023, filed 27 Jul 2023.