Sequoia Financial Advisors’s The Shyft Group SHYF Stock Holding History

Sequoia Financial 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
2024 Q4	–	Sell	-10,099	Closed	-$127K	–	1410
2024 Q3	$127K	Hold	10,099	–	–	﹤0.01%	1207
2024 Q2	$120K	Hold	10,099	–	–	﹤0.01%	1148
2024 Q1	$125K	Sell	10,099 -11	-0.1%	-$123	﹤0.01%	1102
2023 Q4	$124K	Buy	+10,110	New	+$124K	﹤0.01%	1146
2023 Q3	–	Sell	-83,226	Closed	-$1.84M	–	1002
2023 Q2	$1.84M	Hold	83,226	–	–	0.03%	252
2023 Q1	$1.89M	Sell	83,226 -13,087	-14%	-$367K	0.04%	219
2022 Q4	$2.39M	Buy	+96,313	New	+$2.24M	0.06%	184
2022 Q3	–	Sell	-96,313	Closed	-$1.79M	–	578
2022 Q2	$1.79M	Hold	96,313	–	–	0.05%	188
2022 Q1	$3.48M	Hold	96,313	–	–	0.09%	141
2021 Q4	$4.73M	Buy	+96,313	New	+$4.41M	0.13%	115

Other funds holding SHYF

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

ZIG

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

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

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

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Sequoia Financial Advisors's SHYF Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of The Shyft Group (SHYF) in Q4 2024, closing a stake of 10,099 shares — an estimated $127K sold.

Sequoia Financial Advisors first reported a position in SHYF in Q4 2021 and held it in 10 quarters. The position peaked at $4.73M in Q4 2021. 149 funds tracked by Wall St. Rank hold SHYF as of Q4 2024.

Sequoia Financial Advisors reported no remaining The Shyft Group position as of Q4 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 10,099 The Shyft Group shares in Q4 2024, an estimated $127K.
Sequoia Financial Advisors first reported a position in The Shyft Group in Q4 2021 and held it in 10 quarters.
Sequoia Financial Advisors's The Shyft Group position peaked at $4.73M in Q4 2021.
149 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.