OPS
SHYF

Orion Portfolio Solutions’s The Shyft Group SHYF Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-7
Closed – – 1766
2020
Q2 		$0 Sell
7
-24
-77% -$363 ﹤0.01% 2435
2020
Q1 		$0 Sell
31
-3
-9% -$47 ﹤0.01% 2264
2019
Q4 		$1K Buy
+34
New +$568 ﹤0.01% 1724

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 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

Orion Portfolio Solutions's SHYF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of The Shyft Group (SHYF) in Q3 2020, closing a stake of 7 shares.

Orion Portfolio Solutions first reported a position in SHYF in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 133 funds tracked by Wall St. Rank hold SHYF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining The Shyft Group position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7 The Shyft Group shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in The Shyft Group in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's The Shyft Group position peaked at $1K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.