SGI
SHYF

Summit Global Investments’s The Shyft Group SHYF Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-11,800
Closed -$260K – 601
2023
Q2 		$260K Hold
11,800
– – 0.02% 455
2023
Q1 		$268K Buy
+11,800
New +$331K 0.02% 451
2022
Q2 		– Sell
-8,700
Closed -$314K – 523
2022
Q1 		$314K Hold
8,700
– – 0.02% 405
2021
Q4 		$427K Buy
+8,700
New +$398K 0.03% 390

Other funds holding SHYF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Summit Global Investments's SHYF Position: Q3 2023 in Review

Summit Global Investments sold out of The Shyft Group (SHYF) in Q3 2023, closing a stake of 11,800 shares — an estimated $260K sold.

Summit Global Investments first reported a position in SHYF in Q4 2021 and held it in 4 quarters. The position peaked at $427K in Q4 2021. 180 funds tracked by Wall St. Rank hold SHYF as of Q3 2023.

  • Summit Global Investments reported no remaining The Shyft Group position as of Q3 2023 after selling out during the quarter.
  • Summit Global Investments sold 11,800 The Shyft Group shares in Q3 2023, an estimated $260K.
  • Summit Global Investments first reported a position in The Shyft Group in Q4 2021 and held it in 4 quarters.
  • Summit Global Investments's The Shyft Group position peaked at $427K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2023.

Based on Summit Global Investments's 13F filing for Q3 2023, filed 16 Oct 2023.