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AHL Partners’s Hyster-Yale Materials Handling HY Stock Holding History

AHL Partners’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
2017
Q4 		$331K Sell
3,892
-3,401
-47% -$280K 0.01% 1151
2017
Q3 		$557K Buy
+7,293
New +$512K 0.01% 1023
2017
Q1 		– Sell
-7,093
Closed -$452K – 1205
2016
Q4 		$452K Buy
+7,093
New +$437K 0.01% 878

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AHL Partners's HY Position: Q4 2017 in Review

AHL Partners reduced its Hyster-Yale Materials Handling (HY) stake by 47% in Q4 2017, selling an estimated $280K and leaving 3,892 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #1151.

AHL Partners first reported a position in HY in Q4 2016 and has held it in 3 quarters since. The position peaked at $557K in Q3 2017. 150 funds tracked by Wall St. Rank hold HY as of Q4 2017.

  • AHL Partners held 3,892 shares of Hyster-Yale Materials Handling worth $331K as of Q4 2017.
  • AHL Partners sold 3,401 Hyster-Yale Materials Handling shares in Q4 2017, an estimated $280K.
  • Hyster-Yale Materials Handling made up 0.01% of AHL Partners's portfolio in Q4 2017, its #1151 holding.
  • AHL Partners first reported a position in Hyster-Yale Materials Handling in Q4 2016 and has held it in 3 quarters since.
  • AHL Partners's Hyster-Yale Materials Handling position peaked at $557K in Q3 2017.
  • 150 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.