EIM
SHYF

Essex Investment Management’s The Shyft Group SHYF Stock Holding History

Essex Investment 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
2025
Q1 		– Sell
-159,721
Closed -$1.88M – 325
2024
Q4 		$1.88M Sell
159,721
-22,873
-13% -$295K 0.34% 123
2024
Q3 		$2.29M Buy
+182,594
New +$2.35M 0.4% 106

Other funds holding SHYF

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

Essex Investment Management's SHYF Position: Q1 2025 in Review

Essex Investment Management sold out of The Shyft Group (SHYF) in Q1 2025, closing a stake of 159,721 shares — an estimated $1.88M sold.

Essex Investment Management first reported a position in SHYF in Q3 2024 and held it in 2 quarters. The position peaked at $2.29M in Q3 2024. 141 funds tracked by Wall St. Rank hold SHYF as of Q1 2025.

  • Essex Investment Management reported no remaining The Shyft Group position as of Q1 2025 after selling out during the quarter.
  • Essex Investment Management sold 159,721 The Shyft Group shares in Q1 2025, an estimated $1.88M.
  • Essex Investment Management first reported a position in The Shyft Group in Q3 2024 and held it in 2 quarters.
  • Essex Investment Management's The Shyft Group position peaked at $2.29M in Q3 2024.
  • 141 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2025.

Based on Essex Investment Management's 13F filing for Q1 2025, filed 7 May 2025.