Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
SHYF
Sowell Financial Services’s
The Shyft Group
SHYF
Stock Holding History
Sowell Financial Services’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
Q1
–
Sell
-3,380
Closed
-$96K
–
3287
2020
Q4
$96K
Sell
3,380
-620
-16%
-$14.9K
﹤0.01%
1172
2020
Q3
$76K
Buy
+4,000
New
+$74.5K
﹤0.01%
1075
Other funds holding SHYF
BlackRock
New York
$5.7T 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
Aberdeen Group
Edinburgh, United Kingdom
$61.9B AUM
29.81%
1-Year Est. Return
ZIG
Zuckerman Investment Group
Chicago, Illinois
$1.07B AUM
29.43%
1-Year Est. Return
GKIM
GW&K Investment Management
Boston, Massachusetts
$11.3B AUM
31.98%
1-Year Est. Return
KCM
Kennedy Capital Management
St Louis, Missouri
$4.72B AUM
36.69%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close