SSWM
SHYF

Sheets Smith Wealth Management’s The Shyft Group SHYF Stock Holding History

Sheets Smith Wealth 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
2020
Q1 		– Sell
-29,207
Closed -$524K – 319
2019
Q4 		$524K Buy
+29,207
New +$488K 0.1% 209
2018
Q3 		– Sell
-27,603
Closed -$417K – 348
2018
Q2 		$417K Buy
+27,603
New +$447K 0.1% 214

Other funds holding SHYF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Sheets Smith Wealth Management's SHYF Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of The Shyft Group (SHYF) in Q1 2020, closing a stake of 29,207 shares — an estimated $524K sold.

Sheets Smith Wealth Management first reported a position in SHYF in Q2 2018 and held it in 2 quarters. The position peaked at $524K in Q4 2019. 151 funds tracked by Wall St. Rank hold SHYF as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining The Shyft Group position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 29,207 The Shyft Group shares in Q1 2020, an estimated $524K.
  • Sheets Smith Wealth Management first reported a position in The Shyft Group in Q2 2018 and held it in 2 quarters.
  • Sheets Smith Wealth Management's The Shyft Group position peaked at $524K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.