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Alambic Investment Management’s Hyster-Yale Materials Handling HY Stock Holding History

Alambic Investment Management’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
2018
Q4 		– Sell
-11,144
Closed -$686K – 347
2018
Q3 		$686K Sell
11,144
-24,106
-68% -$1.52M 0.54% 60
2018
Q2 		$2.27M Buy
35,250
+18,100
+106% +$1.26M 0.62% 46
2018
Q1 		$1.2M Buy
+17,150
New +$1.36M 0.17% 204

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Alambic Investment Management's HY Position: Q4 2018 in Review

Alambic Investment Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2018, closing a stake of 11,144 shares — an estimated $686K sold.

Alambic Investment Management first reported a position in HY in Q1 2018 and held it in 3 quarters. The position peaked at $2.27M in Q2 2018. 131 funds tracked by Wall St. Rank hold HY as of Q4 2018.

  • Alambic Investment Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2018 after selling out during the quarter.
  • Alambic Investment Management sold 11,144 Hyster-Yale Materials Handling shares in Q4 2018, an estimated $686K.
  • Alambic Investment Management first reported a position in Hyster-Yale Materials Handling in Q1 2018 and held it in 3 quarters.
  • Alambic Investment Management's Hyster-Yale Materials Handling position peaked at $2.27M in Q2 2018.
  • 131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2018.

Based on Alambic Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.