Adams Asset Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Adams Asset Advisors’s Portfolio HY Stock Details HY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-17,254	Closed	-$953K	–	95
2019 Q2	$953K	Hold	17,254	–	–	0.15%	65
2019 Q1	$1.07M	Hold	17,254	–	–	0.14%	61
2018 Q4	$1.07M	Hold	17,254	–	–	0.15%	54
2018 Q3	$1.06M	Hold	17,254	–	–	0.12%	65
2018 Q2	$1.11M	Buy	+17,254	New	+$1.2M	0.12%	68

Other funds holding HY

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Adams Asset Advisors's HY Position: Q3 2019 in Review

Adams Asset Advisors sold out of Hyster-Yale Materials Handling (HY) in Q3 2019, closing a stake of 17,254 shares — an estimated $953K sold.

Adams Asset Advisors first reported a position in HY in Q2 2018 and held it in 5 quarters. The position peaked at $1.11M in Q2 2018. 126 funds tracked by Wall St. Rank hold HY as of Q3 2019.

Adams Asset Advisors reported no remaining Hyster-Yale Materials Handling position as of Q3 2019 after selling out during the quarter.
Adams Asset Advisors sold 17,254 Hyster-Yale Materials Handling shares in Q3 2019, an estimated $953K.
Adams Asset Advisors first reported a position in Hyster-Yale Materials Handling in Q2 2018 and held it in 5 quarters.
Adams Asset Advisors's Hyster-Yale Materials Handling position peaked at $1.11M in Q2 2018.
126 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2019.

Based on Adams Asset Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.