JMPWA
SHYF

JP Morgan Private Wealth Advisors’s The Shyft Group SHYF Stock Holding History

JP Morgan Private Wealth 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
2022
Q2 		– Sell
-6,979
Closed -$252K – 2015
2022
Q1 		$252K Buy
6,979
+1,405
+25% +$59.7K ﹤0.01% 1824
2021
Q4 		$274K Buy
5,574
+14
+0.3% +$640 ﹤0.01% 1782
2021
Q3 		$211K Buy
5,560
+201
+4% +$8.14K ﹤0.01% 1838
2021
Q2 		$200K Buy
+5,359
New +$202K ﹤0.01% 1841

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SHYF Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of The Shyft Group (SHYF) in Q2 2022, closing a stake of 6,979 shares — an estimated $252K sold.

JP Morgan Private Wealth Advisors first reported a position in SHYF in Q2 2021 and held it in 4 quarters. The position peaked at $274K in Q4 2021. 183 funds tracked by Wall St. Rank hold SHYF as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining The Shyft Group position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,979 The Shyft Group shares in Q2 2022, an estimated $252K.
  • JP Morgan Private Wealth Advisors first reported a position in The Shyft Group in Q2 2021 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's The Shyft Group position peaked at $274K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.