CWM
SHYF

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

Congress 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
2022
Q4 		– Sell
-107,578
Closed -$2.2M – 578
2022
Q3 		$2.2M Buy
107,578
+3,442
+3% +$80.3K 0.06% 265
2022
Q2 		$1.94M Buy
104,136
+5,304
+5% +$130K 0.05% 279
2022
Q1 		$3.57M Buy
98,832
+24,849
+34% +$1.06M 0.08% 245
2021
Q4 		$3.64M Buy
+73,983
New +$3.38M 0.07% 258

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

Congress Wealth Management's SHYF Position: Q4 2022 in Review

Congress Wealth Management sold out of The Shyft Group (SHYF) in Q4 2022, closing a stake of 107,578 shares — an estimated $2.2M sold.

Congress Wealth Management first reported a position in SHYF in Q4 2021 and held it in 4 quarters. The position peaked at $3.64M in Q4 2021. 182 funds tracked by Wall St. Rank hold SHYF as of Q4 2022.

  • Congress Wealth Management reported no remaining The Shyft Group position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 107,578 The Shyft Group shares in Q4 2022, an estimated $2.2M.
  • Congress Wealth Management first reported a position in The Shyft Group in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's The Shyft Group position peaked at $3.64M in Q4 2021.
  • 182 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.