SPIA
SHYF

Steward Partners Investment Advisory’s The Shyft Group SHYF Stock Holding History

Steward Partners Investment Advisory’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
2023
Q4 		– Sell
-1,241
Closed -$18.6K – 3569
2023
Q3 		$18.6K Buy
1,241
+150
+14% +$2.53K ﹤0.01% 2344
2023
Q2 		$24.1K Buy
1,091
+246
+29% +$5.78K ﹤0.01% 2197
2023
Q1 		$19.2K Sell
845
-500
-37% -$14K ﹤0.01% 2259
2022
Q4 		$33.4K Sell
1,345
-200
-13% -$4.66K ﹤0.01% 1996
2022
Q3 		$32K Sell
1,545
-200
-11% -$4.67K ﹤0.01% 2007
2022
Q2 		$32K Buy
1,745
+575
+49% +$14.1K ﹤0.01% 2005
2022
Q1 		$42K Buy
1,170
+445
+61% +$18.9K ﹤0.01% 2004
2021
Q4 		$36K Buy
+725
New +$33.2K ﹤0.01% 2054

Other funds holding SHYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Partners Investment Advisory's SHYF Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of The Shyft Group (SHYF) in Q4 2023, closing a stake of 1,241 shares — an estimated $18.6K sold.

Steward Partners Investment Advisory first reported a position in SHYF in Q4 2021 and held it in 8 quarters. The position peaked at $42K in Q1 2022. 167 funds tracked by Wall St. Rank hold SHYF as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining The Shyft Group position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,241 The Shyft Group shares in Q4 2023, an estimated $18.6K.
  • Steward Partners Investment Advisory first reported a position in The Shyft Group in Q4 2021 and held it in 8 quarters.
  • Steward Partners Investment Advisory's The Shyft Group position peaked at $42K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held The Shyft Group as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.