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Ancora Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Ancora Advisors’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
Q1 		– Sell
-30,318
Closed -$2.22M – 514
2014
Q4 		$2.22M Sell
30,318
-11,939
-28% -$889K 0.27% 101
2014
Q3 		$3.03M Buy
42,257
+25,060
+146% +$2M 0.39% 76
2014
Q2 		$1.52M Sell
17,197
-12,787
-43% -$1.16M 0.2% 139
2014
Q1 		$2.92M Buy
29,984
+3,579
+14% +$336K 0.41% 67
2013
Q4 		$2.46M Buy
26,405
+1,701
+7% +$148K 0.37% 80
2013
Q3 		$2.21M Buy
24,704
+4,352
+21% +$333K 0.38% 71
2013
Q2 		$1.28M Buy
+20,352
New +$1.2M 0.22% 109

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Ancora Advisors's HY Position: Q1 2015 in Review

Ancora Advisors sold out of Hyster-Yale Materials Handling (HY) in Q1 2015, closing a stake of 30,318 shares — an estimated $2.22M sold.

Ancora Advisors first reported a position in HY in Q2 2013 and held it in 7 quarters. The position peaked at $3.03M in Q3 2014. 159 funds tracked by Wall St. Rank hold HY as of Q1 2015.

  • Ancora Advisors reported no remaining Hyster-Yale Materials Handling position as of Q1 2015 after selling out during the quarter.
  • Ancora Advisors sold 30,318 Hyster-Yale Materials Handling shares in Q1 2015, an estimated $2.22M.
  • Ancora Advisors first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 7 quarters.
  • Ancora Advisors's Hyster-Yale Materials Handling position peaked at $3.03M in Q3 2014.
  • 159 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2015.

Based on Ancora Advisors's 13F filing for Q1 2015, filed 15 May 2015.