KFI
SHYF

Key Financial Inc’s The Shyft Group SHYF Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-279
Closed -$5.7K – 1212
2022
Q4 		$5.7K Hold
279
– – ﹤0.01% 764
2022
Q3 		$6K Hold
279
– – ﹤0.01% 766
2022
Q2 		$5K Hold
279
– – ﹤0.01% 811
2022
Q1 		$10K Buy
+279
New +$11.9K 0.01% 648

Other funds holding SHYF

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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Key Financial Inc's SHYF Position: Q1 2023 in Review

Key Financial Inc sold out of The Shyft Group (SHYF) in Q1 2023, closing a stake of 279 shares — an estimated $5.7K sold.

Key Financial Inc first reported a position in SHYF in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 184 funds tracked by Wall St. Rank hold SHYF as of Q1 2023.

  • Key Financial Inc reported no remaining The Shyft Group position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 279 The Shyft Group shares in Q1 2023, an estimated $5.7K.
  • Key Financial Inc first reported a position in The Shyft Group in Q1 2022 and held it in 4 quarters.
  • Key Financial Inc's The Shyft Group position peaked at $10K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.