Global Wealth Management Investment Advisory’s The Shyft Group SHYF Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-30,000	Closed	-$505K	–	600
2020 Q2	$505K	Hold	30,000	–	–	0.22%	84
2020 Q1	$387K	Sell	30,000 -3,714	-11%	-$58.7K	0.2%	83
2019 Q4	$610K	Hold	33,714	–	–	0.26%	80
2019 Q3	$463K	Hold	33,714	–	–	0.21%	80
2019 Q2	$370K	Hold	33,714	–	–	0.18%	84
2019 Q1	$298K	Hold	33,714	–	–	0.15%	94
2018 Q4	$244K	Buy	+33,714	New	+$314K	0.14%	119

Other funds holding SHYF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Global Wealth Management Investment Advisory's SHYF Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of The Shyft Group (SHYF) in Q3 2020, closing a stake of 30,000 shares — an estimated $505K sold.

Global Wealth Management Investment Advisory first reported a position in SHYF in Q4 2018 and held it in 7 quarters. The position peaked at $610K in Q4 2019. 133 funds tracked by Wall St. Rank hold SHYF as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining The Shyft Group position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 30,000 The Shyft Group shares in Q3 2020, an estimated $505K.
Global Wealth Management Investment Advisory first reported a position in The Shyft Group in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's The Shyft Group position peaked at $610K in Q4 2019.
133 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.