Allen Investment Management’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-13,012
| Closed | -$752K | – | 208 |
|
|
2015
Q3 | $752K | Hold |
13,012
| – | – | 0.07% | 110 |
|
|
2015
Q2 | $901K | Hold |
13,012
| – | – | 0.09% | 105 |
|
|
2015
Q1 | $954K | Sell |
13,012
-743
| -5% | -$54.5K | 0.07% | 96 |
|
|
2014
Q4 | $1.01M | Sell |
13,755
-759
| -5% | -$55.6K | 0.08% | 91 |
|
|
2014
Q3 | $1.04M | Buy |
+14,514
| New | +$1.04M | 0.09% | 90 |
|
|
2014
Q2 | – | Sell |
-2,246
| Closed | -$219K | – | 155 |
|
|
2014
Q1 | $219K | Hold |
2,246
| – | – | 0.03% | 116 |
|
|
2013
Q4 | $209K | Buy |
+2,246
| New | +$209K | 0.04% | 73 |
|