VWM
SHYF

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

Venturi 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
2025
Q1 		– Sell
-401
Closed -$4.71K – 1600
2024
Q4 		$4.71K Hold
401
– – ﹤0.01% 1690
2024
Q3 		$5.03K Buy
+401
New +$5.16K ﹤0.01% 1406

Other funds holding SHYF

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

Venturi Wealth Management's SHYF Position: Q1 2025 in Review

Venturi Wealth Management sold out of The Shyft Group (SHYF) in Q1 2025, closing a stake of 401 shares — an estimated $4.71K sold.

Venturi Wealth Management first reported a position in SHYF in Q3 2024 and held it in 2 quarters. The position peaked at $5.03K in Q3 2024. 141 funds tracked by Wall St. Rank hold SHYF as of Q1 2025.

  • Venturi Wealth Management reported no remaining The Shyft Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 401 The Shyft Group shares in Q1 2025, an estimated $4.71K.
  • Venturi Wealth Management first reported a position in The Shyft Group in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's The Shyft Group position peaked at $5.03K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held The Shyft Group as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.