GM
SHYF

GeoWealth Management’s The Shyft Group SHYF Stock Holding History

GeoWealth 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
-29
Closed -$340 – 1696
2024
Q4 		$340 Hold
29
– – ﹤0.01% 1741
2024
Q3 		$364 Buy
+29
New +$373 ﹤0.01% 1645

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 $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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 $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 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 $788M AUM 13.82% 1-Year Est. Return

GeoWealth Management's SHYF Position: Q1 2025 in Review

GeoWealth Management sold out of The Shyft Group (SHYF) in Q1 2025, closing a stake of 29 shares — an estimated $340 sold.

GeoWealth Management first reported a position in SHYF in Q3 2024 and held it in 2 quarters. The position peaked at $364 in Q3 2024. 141 funds tracked by Wall St. Rank hold SHYF as of Q1 2025.

  • GeoWealth Management reported no remaining The Shyft Group position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 29 The Shyft Group shares in Q1 2025, an estimated $340.
  • GeoWealth Management first reported a position in The Shyft Group in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's The Shyft Group position peaked at $364 in Q3 2024.
  • 141 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.