UBS AM
SHYF

UBS AM’s The Shyft Group SHYF Stock Holding History

UBS AM’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
2024
Q2 		– Sell
-55,450
Closed -$689K – 2870
2024
Q1 		$689K Buy
55,450
+4,143
+8% +$46.2K ﹤0.01% 2184
2023
Q4 		$627K Buy
51,307
+8,813
+21% +$108K ﹤0.01% 2243
2023
Q3 		$636K Buy
42,494
+3,972
+10% +$67K ﹤0.01% 2185
2023
Q2 		$876K Hold
38,522
– – ﹤0.01% 2060
2023
Q1 		$876K Buy
38,522
+3,008
+8% +$84.4K ﹤0.01% 2060
2022
Q4 		$883K Buy
35,514
+9,062
+34% +$211K ﹤0.01% 1906
2022
Q3 		$540K Hold
26,452
– – ﹤0.01% 2315
2022
Q2 		$492K Sell
26,452
-10,967
-29% -$269K ﹤0.01% 2323
2022
Q1 		$1.35M Hold
37,419
– – ﹤0.01% 1987
2021
Q4 		$1.84M Sell
37,419
-2,427
-6% -$111K ﹤0.01% 1907
2021
Q3 		$1.51M Hold
39,846
– – ﹤0.01% 1956
2021
Q2 		$1.49M Buy
39,846
+5,366
+16% +$202K ﹤0.01% 1988
2021
Q1 		$1.28M Sell
34,480
-345
-1% -$11.6K ﹤0.01% 1962
2020
Q4 		$988K Hold
34,825
– – ﹤0.01% 2002
2020
Q3 		$657K Buy
34,825
+1,500
+5% +$28K ﹤0.01% 2013
2020
Q2 		$561K Buy
33,325
+10,705
+47% +$162K ﹤0.01% 2069
2020
Q1 		$292K Sell
22,620
-16,645
-42% -$263K ﹤0.01% 2162
2019
Q4 		$710K Buy
39,265
+4,979
+15% +$83.1K ﹤0.01% 2087
2019
Q3 		$470K Buy
34,286
+16,286
+90% +$199K ﹤0.01% 2320
2019
Q2 		$197K Hold
18,000
– – ﹤0.01% 2549
2019
Q1 		$159K Buy
18,000
+1,100
+7% +$9.39K ﹤0.01% 2515
2018
Q4 		$122K Hold
16,900
– – ﹤0.01% 2497
2018
Q3 		$249K Hold
16,900
– – ﹤0.01% 2344
2018
Q2 		$255K Hold
16,900
– – ﹤0.01% 2371
2018
Q1 		$291K Buy
+16,900
New +$263K ﹤0.01% 2226

Other funds holding SHYF

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

UBS AM's SHYF Position: Q2 2024 in Review

UBS AM sold out of The Shyft Group (SHYF) in Q2 2024, closing a stake of 55,450 shares — an estimated $689K sold.

UBS AM first reported a position in SHYF in Q1 2018 and held it in 25 quarters. The position peaked at $1.84M in Q4 2021. 153 funds tracked by Wall St. Rank hold SHYF as of Q2 2024.

  • UBS AM reported no remaining The Shyft Group position as of Q2 2024 after selling out during the quarter.
  • UBS AM sold 55,450 The Shyft Group shares in Q2 2024, an estimated $689K.
  • UBS AM first reported a position in The Shyft Group in Q1 2018 and held it in 25 quarters.
  • UBS AM's The Shyft Group position peaked at $1.84M in Q4 2021.
  • 153 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2024.

Based on UBS AM's 13F filing for Q2 2024, filed 14 Aug 2024.