Marshall Wace’s The Shyft Group SHYF Stock Holding History

Marshall Wace’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 Q3	–	Sell	-44,074	Closed	-$523K	–	2918
2024 Q2	$523K	Buy	+44,074	New	+$530K	﹤0.01%	1944
2023 Q4	–	Sell	-281,145	Closed	-$4.21M	–	2575
2023 Q3	$4.21M	Buy	281,145 +170,221	+153%	+$2.87M	0.01%	938
2023 Q2	$2.45M	Buy	+110,924	New	+$2.6M	﹤0.01%	1308
2022 Q3	–	Sell	-73,991	Closed	-$1.38M	–	3747
2022 Q2	$1.38M	Buy	73,991 +27,865	+60%	+$683K	﹤0.01%	2254
2022 Q1	$1.67M	Buy	+46,126	New	+$1.96M	﹤0.01%	2167
2021 Q2	–	Sell	-34,650	Closed	-$1.29M	–	3040
2021 Q1	$1.29M	Buy	+34,650	New	+$1.16M	0.01%	1531
2020 Q2	–	Sell	-57,025	Closed	-$736K	–	1900
2020 Q1	$736K	Buy	+57,025	New	+$902K	0.01%	887
2019 Q2	–	Sell	-118,609	Closed	-$1.05M	–	1789
2019 Q1	$1.05M	Buy	118,609 +105,886	+832%	+$904K	0.01%	912
2018 Q4	$92K	Buy	+12,723	New	+$118K	﹤0.01%	1382
2015 Q3	–	Sell	-10,049	Closed	-$46K	–	1043
2015 Q2	$46K	Buy	+10,049	New	+$47.6K	﹤0.01%	874

Other funds holding SHYF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's SHYF Position: Q3 2024 in Review

Marshall Wace sold out of The Shyft Group (SHYF) in Q3 2024, closing a stake of 44,074 shares — an estimated $523K sold.

Marshall Wace first reported a position in SHYF in Q2 2015 and held it in 10 quarters. The position peaked at $4.21M in Q3 2023. 149 funds tracked by Wall St. Rank hold SHYF as of Q3 2024.

Marshall Wace reported no remaining The Shyft Group position as of Q3 2024 after selling out during the quarter.
Marshall Wace sold 44,074 The Shyft Group shares in Q3 2024, an estimated $523K.
Marshall Wace first reported a position in The Shyft Group in Q2 2015 and held it in 10 quarters.
Marshall Wace's The Shyft Group position peaked at $4.21M in Q3 2023.
149 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2024.

Based on Marshall Wace's 13F filing for Q3 2024, filed 14 Nov 2024.