JPWM
SHYF

Jamison Private Wealth Management’s The Shyft Group SHYF Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-600
Closed – – 423
2024
Q3 		$0 Hold
600
– – ﹤0.01% 500
2024
Q2 		$0 Hold
600
– – ﹤0.01% 523
2024
Q1 		$0 Buy
+600
New +$6.69K ﹤0.01% 523

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
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

Jamison Private Wealth Management's SHYF Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of The Shyft Group (SHYF) in Q4 2024, closing a stake of 600 shares.

Jamison Private Wealth Management first reported a position in SHYF in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 149 funds tracked by Wall St. Rank hold SHYF as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining The Shyft Group position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 600 The Shyft Group shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in The Shyft Group in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's The Shyft Group position peaked at $0 in Q3 2024.
  • 149 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.