MYIA
SHYF

Mount Yale Investment Advisors’s The Shyft Group SHYF Stock Holding History

Mount Yale Investment 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
-6,166
Closed -$223K – 490
2022
Q1 		$223K Sell
6,166
-83
-1% -$3.53K 0.02% 429
2021
Q4 		$307K Buy
6,249
+176
+3% +$8.05K 0.03% 371
2021
Q3 		$231K Sell
6,073
-1,052
-15% -$42.6K 0.03% 416
2021
Q2 		$267K Buy
7,125
+4
+0.1% +$151 0.03% 344
2021
Q1 		$265K Sell
7,121
-2,082
-23% -$69.8K 0.03% 342
2020
Q4 		$261K Buy
+9,203
New +$221K 0.04% 325
2020
Q2 		– Sell
-11,179
Closed -$144K – 361
2020
Q1 		$144K Buy
11,179
+278
+3% +$4.4K 0.03% 280
2019
Q4 		$185K Buy
+10,901
New +$182K 0.03% 317
2019
Q3 		– Sell
-10,573
Closed -$136K – 334
2019
Q2 		$136K Buy
10,573
+417
+4% +$3.84K 0.03% 298
2019
Q1 		$90K Buy
+10,156
New +$86.7K 0.02% 297
2018
Q4 		– Sell
-8,653
Closed -$75K – 693
2018
Q3 		$75K Buy
+8,653
New +$129K 0.01% 524

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

Mount Yale Investment Advisors's SHYF Position: Q2 2022 in Review

Mount Yale Investment Advisors sold out of The Shyft Group (SHYF) in Q2 2022, closing a stake of 6,166 shares — an estimated $223K sold.

Mount Yale Investment Advisors first reported a position in SHYF in Q3 2018 and held it in 11 quarters. The position peaked at $307K in Q4 2021. 183 funds tracked by Wall St. Rank hold SHYF as of Q2 2022.

  • Mount Yale Investment Advisors reported no remaining The Shyft Group position as of Q2 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,166 The Shyft Group shares in Q2 2022, an estimated $223K.
  • Mount Yale Investment Advisors first reported a position in The Shyft Group in Q3 2018 and held it in 11 quarters.
  • Mount Yale Investment Advisors's The Shyft Group position peaked at $307K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.