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Alpha Windward’s Hyster-Yale Materials Handling HY Stock Holding History

Alpha Windward’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
2015
Q4 		– Sell
-6,540
Closed -$378K – 442
2015
Q3 		$378K Buy
+6,540
New +$417K 0.28% 147
2014
Q2 		– Sell
-4,860
Closed -$474K – 412
2014
Q1 		$474K Sell
4,860
-600
-11% -$56.4K 0.33% 108
2013
Q4 		$509K Buy
+5,460
New +$476K 0.35% 51

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alpha Windward's HY Position: Q4 2015 in Review

Alpha Windward sold out of Hyster-Yale Materials Handling (HY) in Q4 2015, closing a stake of 6,540 shares — an estimated $378K sold.

Alpha Windward first reported a position in HY in Q4 2013 and held it in 3 quarters. The position peaked at $509K in Q4 2013. 131 funds tracked by Wall St. Rank hold HY as of Q4 2015.

  • Alpha Windward reported no remaining Hyster-Yale Materials Handling position as of Q4 2015 after selling out during the quarter.
  • Alpha Windward sold 6,540 Hyster-Yale Materials Handling shares in Q4 2015, an estimated $378K.
  • Alpha Windward first reported a position in Hyster-Yale Materials Handling in Q4 2013 and held it in 3 quarters.
  • Alpha Windward's Hyster-Yale Materials Handling position peaked at $509K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2015.

Based on Alpha Windward's 13F filing for Q4 2015, filed 15 Jan 2016.