Heartland Advisors’s The Shyft Group SHYF Stock Holding History

Heartland Advisors’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
2024 Q1	–	Sell	-200,000	Closed	-$2.44M	–	191
2023 Q4	$2.44M	Sell	200,000 -100,000	-33%	-$1.22M	0.13%	159
2023 Q3	$4.49M	Sell	300,000 -254,700	-46%	-$4.29M	0.25%	141
2023 Q2	$12.2M	Hold	554,700	–	–	0.7%	59
2023 Q1	$12.6M	Sell	554,700 -100	-0%	-$2.81K	0.78%	43
2022 Q4	$13.8M	Buy	554,800 +154,800	+39%	+$3.6M	0.87%	26
2022 Q3	$8.17M	Buy	400,000 +100,000	+33%	+$2.33M	0.61%	72
2022 Q2	$5.58M	Hold	300,000	–	–	0.39%	115
2022 Q1	$10.8M	Hold	300,000	–	–	0.67%	50
2021 Q4	$14.7M	Hold	300,000	–	–	0.86%	25
2021 Q3	$11.4M	Hold	300,000	–	–	0.69%	44
2021 Q2	$11.2M	Hold	300,000	–	–	0.65%	51
2021 Q1	$11.2M	Sell	300,000 -100,000	-25%	-$3.35M	0.71%	42
2020 Q4	$11.4M	Sell	400,000 -100,000	-20%	-$2.4M	0.81%	30
2020 Q3	$9.44M	Hold	500,000	–	–	0.82%	36
2020 Q2	$8.42M	Hold	500,000	–	–	0.75%	51
2020 Q1	$6.46M	Sell	500,000 -47,850	-9%	-$757K	0.69%	54
2019 Q4	$9.9M	Sell	547,850 -40,200	-7%	-$671K	0.73%	53
2019 Q3	$8.07M	Sell	588,050 -100,600	-15%	-$1.23M	0.62%	69
2019 Q2	$7.55M	Sell	688,650 -1,100	-0.2%	-$10.1K	0.56%	77
2019 Q1	$6.09M	Sell	689,750 -2,700	-0.4%	-$23.1K	0.45%	100
2018 Q4	$5.01M	Buy	692,450 +192,450	+38%	+$1.79M	0.41%	105
2018 Q3	$7.38M	Hold	500,000	–	–	0.49%	90
2018 Q2	$7.55M	Sell	500,000 -100,000	-17%	-$1.62M	0.5%	93
2018 Q1	$10.3M	Hold	600,000	–	–	0.69%	47
2017 Q4	$9.45M	Sell	600,000 -100,000	-14%	-$1.52M	0.61%	70
2017 Q3	$7.74M	Hold	700,000	–	–	0.5%	100
2017 Q2	$6.2M	Hold	700,000	–	–	0.4%	117
2017 Q1	$5.6M	Buy	700,000 +200,000	+40%	+$1.58M	0.34%	128
2016 Q4	$4.63M	Sell	500,000 -100,000	-17%	-$897K	0.26%	141
2016 Q3	$5.75M	Sell	600,000 -150,000	-20%	-$1.3M	0.33%	123
2016 Q2	$4.7M	Hold	750,000	–	–	0.26%	140
2016 Q1	$2.96M	Hold	750,000	–	–	0.16%	153
2015 Q4	$2.33M	Hold	750,000	–	–	0.09%	177
2015 Q3	$3.1M	Buy	750,000 +50,000	+7%	+$218K	0.11%	173
2015 Q2	$3.21M	Buy	700,000 +250,000	+56%	+$1.18M	0.09%	197
2015 Q1	$2.18M	Hold	450,000	–	–	0.05%	205
2014 Q4	$2.37M	Hold	450,000	–	–	0.05%	225
2014 Q3	$2.1M	Hold	450,000	–	–	0.04%	227
2014 Q2	$2.04M	Hold	450,000	–	–	0.04%	231
2014 Q1	$2.31M	Buy	+450,000	New	+$2.62M	0.04%	224

Other funds holding SHYF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ZIG

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heartland Advisors's SHYF Position: Q1 2024 in Review

Heartland Advisors sold out of The Shyft Group (SHYF) in Q1 2024, closing a stake of 200,000 shares — an estimated $2.44M sold.

Heartland Advisors first reported a position in SHYF in Q1 2014 and held it in 40 quarters. The position peaked at $14.7M in Q4 2021. 153 funds tracked by Wall St. Rank hold SHYF as of Q1 2024.

Heartland Advisors reported no remaining The Shyft Group position as of Q1 2024 after selling out during the quarter.
Heartland Advisors sold 200,000 The Shyft Group shares in Q1 2024, an estimated $2.44M.
Heartland Advisors first reported a position in The Shyft Group in Q1 2014 and held it in 40 quarters.
Heartland Advisors's The Shyft Group position peaked at $14.7M in Q4 2021.
153 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2024.

Based on Heartland Advisors's 13F filing for Q1 2024, filed 7 May 2024.