LWM
SHYF

Lionsbridge Wealth Management’s The Shyft Group SHYF Stock Holding History

Lionsbridge 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
2020
Q1 		– Sell
-3,000
Closed -$54K – 274
2019
Q4 		$54K Buy
+3,000
New +$50.1K 0.05% 64

Other funds holding SHYF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Lionsbridge Wealth Management's SHYF Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of The Shyft Group (SHYF) in Q1 2020, closing a stake of 3,000 shares — an estimated $54K sold.

Lionsbridge Wealth Management first reported a position in SHYF in Q4 2019 and held it in 1 quarter. The position peaked at $54K in Q4 2019. 152 funds tracked by Wall St. Rank hold SHYF as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining The Shyft Group position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 3,000 The Shyft Group shares in Q1 2020, an estimated $54K.
  • Lionsbridge Wealth Management first reported a position in The Shyft Group in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's The Shyft Group position peaked at $54K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.