VF
SHYF

VitalStone Financial’s The Shyft Group SHYF Stock Holding History

VitalStone Financial’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
-100
Closed -$2K – 615
2023
Q2 		$2K Sell
100
-102
-50% -$2.4K ﹤0.01% 805
2023
Q1 		$10K Buy
202
+102
+102% +$2.86K 0.01% 213
2022
Q4 		$2K Buy
+100
New +$2.33K ﹤0.01% 452

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

VitalStone Financial's SHYF Position: Q3 2023 in Review

VitalStone Financial sold out of The Shyft Group (SHYF) in Q3 2023, closing a stake of 100 shares — an estimated $2K sold.

VitalStone Financial first reported a position in SHYF in Q4 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2023. 180 funds tracked by Wall St. Rank hold SHYF as of Q3 2023.

  • VitalStone Financial reported no remaining The Shyft Group position as of Q3 2023 after selling out during the quarter.
  • VitalStone Financial sold 100 The Shyft Group shares in Q3 2023, an estimated $2K.
  • VitalStone Financial first reported a position in The Shyft Group in Q4 2022 and held it in 3 quarters.
  • VitalStone Financial's The Shyft Group position peaked at $10K in Q1 2023.
  • 180 funds tracked by Wall St. Rank held The Shyft Group as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.