GWM
SHYF

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

Geneos 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
Q3 		– Sell
-100
Closed -$1K – 2501
2022
Q2 		$1K Hold
100
– – ﹤0.01% 2536
2022
Q1 		$3K Hold
100
– – ﹤0.01% 2488
2021
Q4 		$4K Hold
100
– – ﹤0.01% 2482
2021
Q3 		$3K Hold
100
– – ﹤0.01% 2592
2021
Q2 		$3K Sell
100
-112
-53% -$4.22K ﹤0.01% 2597
2021
Q1 		$7K Hold
212
– – ﹤0.01% 2551
2020
Q4 		$3K Buy
+212
New +$5.08K ﹤0.01% 2642

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Geneos Wealth Management's SHYF Position: Q3 2022 in Review

Geneos Wealth Management sold out of The Shyft Group (SHYF) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in SHYF in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 178 funds tracked by Wall St. Rank hold SHYF as of Q3 2022.

  • Geneos Wealth Management reported no remaining The Shyft Group position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 100 The Shyft Group shares in Q3 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in The Shyft Group in Q4 2020 and held it in 7 quarters.
  • Geneos Wealth Management's The Shyft Group position peaked at $7K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.