KCM
SHYF

Kennedy Capital Management’s The Shyft Group SHYF Stock Holding History

Kennedy Capital 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
2023
Q4 		– Sell
-92,571
Closed -$1.39M – 717
2023
Q3 		$1.39M Buy
92,571
+77,559
+517% +$1.31M 0.03% 531
2023
Q2 		$331K Sell
15,012
-6,268
-29% -$147K 0.01% 631
2023
Q1 		$484K Sell
21,280
-31,103
-59% -$872K 0.01% 560
2022
Q4 		$1.3M Sell
52,383
-1,300
-2% -$30.3K 0.04% 457
2022
Q3 		$1.1M Sell
53,683
-251
-0.5% -$5.86K 0.03% 469
2022
Q2 		$1M Sell
53,934
-77,998
-59% -$1.91M 0.03% 474
2022
Q1 		$4.76M Sell
131,932
-130,836
-50% -$5.56M 0.11% 319
2021
Q4 		$12.9M Sell
262,768
-384,724
-59% -$17.6M 0.27% 117
2021
Q3 		$24.6M Sell
647,492
-51,792
-7% -$2.1M 0.55% 16
2021
Q2 		$26.2M Sell
699,284
-178,564
-20% -$6.73M 0.56% 13
2021
Q1 		$32.7M Sell
877,848
-56,326
-6% -$1.89M 0.66% 7
2020
Q4 		$26.5M Sell
934,174
-57,236
-6% -$1.37M 0.6% 10
2020
Q3 		$18.7M Buy
991,410
+365,103
+58% +$6.8M 0.54% 15
2020
Q2 		$10.5M Buy
626,307
+168,081
+37% +$2.54M 0.31% 77
2020
Q1 		$5.92M Sell
458,226
-91,858
-17% -$1.45M 0.22% 146
2019
Q4 		$9.95M Sell
550,084
-85,524
-13% -$1.43M 0.24% 113
2019
Q3 		$8.72M Sell
635,608
-87,197
-12% -$1.06M 0.22% 145
2019
Q2 		$7.92M Buy
722,805
+90,228
+14% +$832K 0.19% 191
2019
Q1 		$5.59M Buy
632,577
+41,035
+7% +$350K 0.13% 293
2018
Q4 		$4.28M Sell
591,542
-1,284
-0.2% -$11.9K 0.11% 362
2018
Q3 		$8.74M Buy
592,826
+97,606
+20% +$1.46M 0.16% 222
2018
Q2 		$7.48M Buy
495,220
+175,847
+55% +$2.85M 0.14% 260
2018
Q1 		$5.49M Buy
319,373
+22,525
+8% +$351K 0.11% 353
2017
Q4 		$4.67M Sell
296,848
-228,758
-44% -$3.48M 0.08% 448
2017
Q3 		$5.81M Sell
525,606
-32,625
-6% -$304K 0.1% 360
2017
Q2 		$4.94M Buy
558,231
+381,045
+215% +$3.22M 0.09% 410
2017
Q1 		$1.42M Buy
+177,186
New +$1.4M 0.02% 633

Other funds holding SHYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Kennedy Capital Management's SHYF Position: Q4 2023 in Review

Kennedy Capital Management sold out of The Shyft Group (SHYF) in Q4 2023, closing a stake of 92,571 shares — an estimated $1.39M sold.

Kennedy Capital Management first reported a position in SHYF in Q1 2017 and held it in 27 quarters. The position peaked at $32.7M in Q1 2021. 167 funds tracked by Wall St. Rank hold SHYF as of Q4 2023.

  • Kennedy Capital Management reported no remaining The Shyft Group position as of Q4 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 92,571 The Shyft Group shares in Q4 2023, an estimated $1.39M.
  • Kennedy Capital Management first reported a position in The Shyft Group in Q1 2017 and held it in 27 quarters.
  • Kennedy Capital Management's The Shyft Group position peaked at $32.7M in Q1 2021.
  • 167 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2023.

Based on Kennedy Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.