GWS
SHYF

Glassman Wealth Services’s The Shyft Group SHYF Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-68
Closed -$1.02K – 2065
2023
Q3 		$1.02K Buy
+68
New +$1.15K ﹤0.01% 1543

Other funds holding SHYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Glassman Wealth Services's SHYF Position: Q4 2023 in Review

Glassman Wealth Services sold out of The Shyft Group (SHYF) in Q4 2023, closing a stake of 68 shares — an estimated $1.02K sold.

Glassman Wealth Services first reported a position in SHYF in Q3 2023 and held it in 1 quarter. The position peaked at $1.02K in Q3 2023. 167 funds tracked by Wall St. Rank hold SHYF as of Q4 2023.

  • Glassman Wealth Services reported no remaining The Shyft Group position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 68 The Shyft Group shares in Q4 2023, an estimated $1.02K.
  • Glassman Wealth Services first reported a position in The Shyft Group in Q3 2023 and held it in 1 quarter.
  • Glassman Wealth Services's The Shyft Group position peaked at $1.02K in Q3 2023.
  • 167 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.