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 – 3281
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sowell Financial Services's SHYF Position: Q1 2021 in Review

Sowell Financial Services sold out of The Shyft Group (SHYF) in Q1 2021, closing a stake of 3,380 shares — an estimated $96K sold.

Sowell Financial Services first reported a position in SHYF in Q3 2020 and held it in 2 quarters. The position peaked at $96K in Q4 2020. 175 funds tracked by Wall St. Rank hold SHYF as of Q1 2021.

  • Sowell Financial Services reported no remaining The Shyft Group position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,380 The Shyft Group shares in Q1 2021, an estimated $96K.
  • Sowell Financial Services first reported a position in The Shyft Group in Q3 2020 and held it in 2 quarters.
  • Sowell Financial Services's The Shyft Group position peaked at $96K in Q4 2020.
  • 175 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.