SWM
SHYF

Spire Wealth Management’s The Shyft Group SHYF Stock Holding History

Spire 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
2021
Q3 		– Sell
-400
Closed -$15K – 2637
2021
Q2 		$15K Hold
400
– – ﹤0.01% 1992
2021
Q1 		$15K Buy
+400
New +$13.4K ﹤0.01% 2273

Other funds holding SHYF

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
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
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
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Spire Wealth Management's SHYF Position: Q3 2021 in Review

Spire Wealth Management sold out of The Shyft Group (SHYF) in Q3 2021, closing a stake of 400 shares — an estimated $15K sold.

Spire Wealth Management first reported a position in SHYF in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 189 funds tracked by Wall St. Rank hold SHYF as of Q3 2021.

  • Spire Wealth Management reported no remaining The Shyft Group position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 400 The Shyft Group shares in Q3 2021, an estimated $15K.
  • Spire Wealth Management first reported a position in The Shyft Group in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's The Shyft Group position peaked at $15K in Q2 2021.
  • 189 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.