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Advisor Group’s Hyster-Yale Materials Handling HY Stock Holding History

Advisor Group’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
Q4 		$4K Hold
60
– – ﹤0.01% 4761
2019
Q3 		$3K Hold
60
– – ﹤0.01% 4841
2019
Q2 		$3K Hold
60
– – ﹤0.01% 4861
2019
Q1 		$4K Hold
60
– – ﹤0.01% 4764
2018
Q4 		$4K Sell
60
-685
-92% -$42.7K ﹤0.01% 4612
2018
Q3 		$46K Sell
745
-182
-20% -$11.5K ﹤0.01% 3363
2018
Q2 		$60K Sell
927
-9
-1% -$625 ﹤0.01% 2939
2018
Q1 		$65K Buy
936
+661
+240% +$52.3K ﹤0.01% 2875
2017
Q4 		$23K Sell
275
-221
-45% -$18.2K ﹤0.01% 3622
2017
Q3 		$38K Sell
496
-32
-6% -$2.25K ﹤0.01% 3135
2017
Q2 		$37K Buy
528
+384
+267% +$26.2K ﹤0.01% 3044
2017
Q1 		$8K Buy
144
+60
+71% +$3.64K ﹤0.01% 3902
2016
Q4 		$6K Hold
84
– – ﹤0.01% 3844
2016
Q3 		$5K Sell
84
-29
-26% -$1.64K ﹤0.01% 3888
2016
Q2 		$6K Buy
+113
New +$7.09K ﹤0.01% 3709

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Advisor Group's HY Position: Q4 2019 in Review

Advisor Group held its Hyster-Yale Materials Handling (HY) position steady in Q4 2019 at 60 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4761.

Advisor Group first reported a position in HY in Q2 2016 and has held it in 15 quarters since. The position peaked at $65K in Q1 2018. 118 funds tracked by Wall St. Rank hold HY as of Q4 2019.

  • Advisor Group held 60 shares of Hyster-Yale Materials Handling worth $4K as of Q4 2019.
  • Advisor Group left its Hyster-Yale Materials Handling share count unchanged in Q4 2019.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4761 holding.
  • Advisor Group first reported a position in Hyster-Yale Materials Handling in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Hyster-Yale Materials Handling position peaked at $65K in Q1 2018.
  • 118 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.