NRW
SHYF

Nova R Wealth’s The Shyft Group SHYF Stock Holding History

Nova R Wealth’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
-14,929
Closed -$177K – 86
2024
Q2 		$177K Sell
14,929
-1,041
-7% -$12.5K 0.09% 82
2024
Q1 		$198K Sell
15,970
-579
-3% -$6.46K 0.1% 81
2023
Q4 		$202K Sell
16,549
-1,101
-6% -$13.5K 0.13% 63
2023
Q3 		$264K Buy
17,650
+1,370
+8% +$23.1K 0.18% 53
2023
Q2 		$359K Sell
16,280
-198
-1% -$4.65K 0.24% 49
2023
Q1 		$375K Buy
16,478
+1,438
+10% +$40.3K 0.25% 50
2022
Q4 		$374K Sell
15,040
-281
-2% -$6.54K 0.27% 52
2022
Q3 		$313K Buy
15,321
+2,330
+18% +$54.4K 0.26% 51
2022
Q2 		$242K Buy
12,991
+6,935
+115% +$170K 0.2% 62
2022
Q1 		$219K Buy
+6,056
New +$257K 0.19% 66

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nova R Wealth's SHYF Position: Q3 2024 in Review

Nova R Wealth sold out of The Shyft Group (SHYF) in Q3 2024, closing a stake of 14,929 shares — an estimated $177K sold.

Nova R Wealth first reported a position in SHYF in Q1 2022 and held it in 10 quarters. The position peaked at $375K in Q1 2023. 149 funds tracked by Wall St. Rank hold SHYF as of Q3 2024.

  • Nova R Wealth reported no remaining The Shyft Group position as of Q3 2024 after selling out during the quarter.
  • Nova R Wealth sold 14,929 The Shyft Group shares in Q3 2024, an estimated $177K.
  • Nova R Wealth first reported a position in The Shyft Group in Q1 2022 and held it in 10 quarters.
  • Nova R Wealth's The Shyft Group position peaked at $375K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2024.

Based on Nova R Wealth's 13F filing for Q3 2024, filed 15 Oct 2024.