Aperio Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.08M | Buy |
18,107
+1,852
| +11% | +$110K | ﹤0.01% | 1555 |
|
|
2020
Q3 | $604K | Buy |
16,255
+2,952
| +22% | +$110K | ﹤0.01% | 1714 |
|
|
2020
Q2 | $514K | Buy |
13,303
+38
| +0.3% | +$1.47K | ﹤0.01% | 1764 |
|
|
2020
Q1 | $532K | Buy |
13,265
+3,738
| +39% | +$150K | ﹤0.01% | 1610 |
|
|
2019
Q4 | $562K | Sell |
9,527
-1,367
| -13% | -$80.6K | ﹤0.01% | 1737 |
|
|
2019
Q3 | $596K | Buy |
10,894
+4,132
| +61% | +$226K | ﹤0.01% | 1659 |
|
|
2019
Q2 | $374K | Buy |
6,762
+1,624
| +32% | +$89.8K | ﹤0.01% | 1929 |
|
|
2019
Q1 | $320K | Sell |
5,138
-779
| -13% | -$48.5K | ﹤0.01% | 1970 |
|
|
2018
Q4 | $367K | Buy |
5,917
+2,125
| +56% | +$132K | ﹤0.01% | 1860 |
|
|
2018
Q3 | $233K | Buy |
3,792
+385
| +11% | +$23.7K | ﹤0.01% | 2128 |
|
|
2018
Q2 | $219K | Buy |
3,407
+118
| +4% | +$7.59K | ﹤0.01% | 2134 |
|
|
2018
Q1 | $230K | Sell |
3,289
-47
| -1% | -$3.29K | ﹤0.01% | 2078 |
|
|
2017
Q4 | $284K | Hold |
3,336
| – | – | ﹤0.01% | 1969 |
|
|
2017
Q3 | $255K | Sell |
3,336
-285
| -8% | -$21.8K | ﹤0.01% | 2011 |
|
|
2017
Q2 | $254K | Buy |
+3,621
| New | +$254K | ﹤0.01% | 1984 |
|
|
2017
Q1 | – | Sell |
-3,503
| Closed | -$223K | – | 2152 |
|
|
2016
Q4 | $223K | Sell |
3,503
-248
| -7% | -$15.8K | ﹤0.01% | 1949 |
|
|
2016
Q3 | $226K | Buy |
3,751
+316
| +9% | +$19K | ﹤0.01% | 1880 |
|
|
2016
Q2 | $204K | Sell |
3,435
-19
| -0.6% | -$1.13K | ﹤0.01% | 1851 |
|
|
2016
Q1 | $230K | Buy |
+3,454
| New | +$230K | ﹤0.01% | 1803 |
|
|
2015
Q2 | – | Sell |
-2,907
| Closed | -$213K | – | 2019 |
|
|
2015
Q1 | $213K | Sell |
2,907
-1,301
| -31% | -$95.3K | ﹤0.01% | 1795 |
|
|
2014
Q4 | $308K | Buy |
4,208
+1,250
| +42% | +$91.5K | ﹤0.01% | 1491 |
|
|
2014
Q3 | $212K | Buy |
2,958
+159
| +6% | +$11.4K | ﹤0.01% | 1572 |
|
|
2014
Q2 | $248K | Buy |
2,799
+50
| +2% | +$4.43K | ﹤0.01% | 1501 |
|
|
2014
Q1 | $268K | Buy |
+2,749
| New | +$268K | ﹤0.01% | 1695 |
|