InceptionR’s The Shyft Group SHYF Stock Holding History

InceptionR’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 Q4	–	Sell	-15,772	Closed	-$198K	–	851
2024 Q3	$198K	Buy	+15,772	New	+$203K	0.05%	568
2024 Q2	–	Sell	-12,559	Closed	-$156K	–	826
2024 Q1	$156K	Buy	+12,559	New	+$140K	0.04%	529

Other funds holding SHYF

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

InceptionR's SHYF Position: Q4 2024 in Review

InceptionR sold out of The Shyft Group (SHYF) in Q4 2024, closing a stake of 15,772 shares — an estimated $198K sold.

InceptionR first reported a position in SHYF in Q1 2024 and held it in 2 quarters. The position peaked at $198K in Q3 2024. 149 funds tracked by Wall St. Rank hold SHYF as of Q4 2024.

InceptionR reported no remaining The Shyft Group position as of Q4 2024 after selling out during the quarter.
InceptionR sold 15,772 The Shyft Group shares in Q4 2024, an estimated $198K.
InceptionR first reported a position in The Shyft Group in Q1 2024 and held it in 2 quarters.
InceptionR's The Shyft Group position peaked at $198K in Q3 2024.
149 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.