Trellus Management Company’s The Shyft Group SHYF Stock Holding History

Trellus Management Company’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
2020 Q1	–	Sell	-26,454	Closed	-$478K	–	79
2019 Q4	$478K	Sell	26,454 -20,000	-43%	-$334K	0.8%	39
2019 Q3	$637K	Sell	46,454 -35,471	-43%	-$432K	0.64%	28
2019 Q2	$898K	Buy	81,925 +6,364	+8%	+$58.6K	1.22%	25
2019 Q1	$667K	Buy	75,561 +33,421	+79%	+$285K	1.27%	24
2018 Q4	$305K	Buy	42,140 +22,140	+111%	+$206K	0.69%	36
2018 Q3	$295K	Buy	+20,000	New	+$299K	0.43%	51
2018 Q1	–	Sell	-19,100	Closed	-$301K	–	84
2017 Q4	$301K	Buy	+19,100	New	+$290K	0.41%	54

Other funds holding SHYF

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Trellus Management Company's SHYF Position: Q1 2020 in Review

Trellus Management Company sold out of The Shyft Group (SHYF) in Q1 2020, closing a stake of 26,454 shares — an estimated $478K sold.

Trellus Management Company first reported a position in SHYF in Q4 2017 and held it in 7 quarters. The position peaked at $898K in Q2 2019. 152 funds tracked by Wall St. Rank hold SHYF as of Q1 2020.

Trellus Management Company reported no remaining The Shyft Group position as of Q1 2020 after selling out during the quarter.
Trellus Management Company sold 26,454 The Shyft Group shares in Q1 2020, an estimated $478K.
Trellus Management Company first reported a position in The Shyft Group in Q4 2017 and held it in 7 quarters.
Trellus Management Company's The Shyft Group position peaked at $898K in Q2 2019.
152 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2020.

Based on Trellus Management Company's 13F filing for Q1 2020, filed 6 May 2020.