EI
SHYF

Ellevest Inc’s The Shyft Group SHYF Stock Holding History

Ellevest Inc’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
-518
Closed -$11.8K – 1413
2023
Q1 		$11.8K Sell
518
-98
-16% -$2.75K ﹤0.01% 996
2022
Q4 		$15.3K Buy
616
+280
+83% +$6.52K ﹤0.01% 929
2022
Q3 		$7K Buy
+336
New +$7.84K ﹤0.01% 1115

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

Ellevest Inc's SHYF Position: Q2 2023 in Review

Ellevest Inc sold out of The Shyft Group (SHYF) in Q2 2023, closing a stake of 518 shares — an estimated $11.8K sold.

Ellevest Inc first reported a position in SHYF in Q3 2022 and held it in 3 quarters. The position peaked at $15.3K in Q4 2022. 177 funds tracked by Wall St. Rank hold SHYF as of Q2 2023.

  • Ellevest Inc reported no remaining The Shyft Group position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 518 The Shyft Group shares in Q2 2023, an estimated $11.8K.
  • Ellevest Inc first reported a position in The Shyft Group in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's The Shyft Group position peaked at $15.3K in Q4 2022.
  • 177 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.