O'Shaughnessy Asset Management’s The Shyft Group SHYF Stock Holding History

O'Shaughnessy Asset 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
2021 Q4	–	Sell	-3,131	Closed	-$119K	–	2282
2021 Q3	$119K	Buy	3,131 +64	+2%	+$2.59K	﹤0.01%	1300
2021 Q2	$115K	Sell	3,067 -2,104	-41%	-$79.3K	﹤0.01%	1253
2021 Q1	$192K	Buy	5,171 +4,807	+1,321%	+$161K	﹤0.01%	946
2020 Q4	$10K	Buy	+364	New	+$8.72K	﹤0.01%	1558
2017 Q4	–	Sell	-113,837	Closed	-$1.26M	–	989
2017 Q3	$1.26M	Sell	113,837 -173,370	-60%	-$1.61M	0.03%	256
2017 Q2	$2.54M	Sell	287,207 -73,115	-20%	-$618K	0.06%	183
2017 Q1	$2.88M	Sell	360,322 -15,475	-4%	-$122K	0.07%	167
2016 Q4	$3.48M	Buy	375,797 +51,438	+16%	+$461K	0.08%	149
2016 Q3	$3.11M	Buy	324,359 +250,397	+339%	+$2.18M	0.07%	168
2016 Q2	$463K	Buy	+73,962	New	+$411K	0.01%	342
2015 Q4	–	Sell	-456	Closed	-$2K	–	996
2015 Q3	$2K	Hold	456	–	–	﹤0.01%	838
2015 Q2	$2K	Hold	456	–	–	﹤0.01%	917
2015 Q1	$2K	Buy	+456	New	+$2.37K	﹤0.01%	921

Other funds holding SHYF

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

ZIG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

O'Shaughnessy Asset Management's SHYF Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of The Shyft Group (SHYF) in Q4 2021, closing a stake of 3,131 shares — an estimated $119K sold.

O'Shaughnessy Asset Management first reported a position in SHYF in Q1 2015 and held it in 13 quarters. The position peaked at $3.48M in Q4 2016. 209 funds tracked by Wall St. Rank hold SHYF as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining The Shyft Group position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 3,131 The Shyft Group shares in Q4 2021, an estimated $119K.
O'Shaughnessy Asset Management first reported a position in The Shyft Group in Q1 2015 and held it in 13 quarters.
O'Shaughnessy Asset Management's The Shyft Group position peaked at $3.48M in Q4 2016.
209 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.