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Aperio Group’s Hyster-Yale Materials Handling HY Stock Holding History

Aperio Group’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
2020
Q4 		$1.08M Buy
18,107
+1,852
+11% +$93.5K ﹤0.01% 1555
2020
Q3 		$604K Buy
16,255
+2,952
+22% +$116K ﹤0.01% 1714
2020
Q2 		$514K Buy
13,303
+38
+0.3% +$1.42K ﹤0.01% 1764
2020
Q1 		$532K Buy
13,265
+3,738
+39% +$188K ﹤0.01% 1610
2019
Q4 		$562K Sell
9,527
-1,367
-13% -$76K ﹤0.01% 1737
2019
Q3 		$596K Buy
10,894
+4,132
+61% +$230K ﹤0.01% 1659
2019
Q2 		$374K Buy
6,762
+1,624
+32% +$90.6K ﹤0.01% 1929
2019
Q1 		$320K Sell
5,138
-779
-13% -$52.8K ﹤0.01% 1970
2018
Q4 		$367K Buy
5,917
+2,125
+56% +$132K ﹤0.01% 1860
2018
Q3 		$233K Buy
3,792
+385
+11% +$24.3K ﹤0.01% 2128
2018
Q2 		$219K Buy
3,407
+118
+4% +$8.2K ﹤0.01% 2134
2018
Q1 		$230K Sell
3,289
-47
-1% -$3.72K ﹤0.01% 2078
2017
Q4 		$284K Hold
3,336
– – ﹤0.01% 1969
2017
Q3 		$255K Sell
3,336
-285
-8% -$20K ﹤0.01% 2011
2017
Q2 		$254K Buy
+3,621
New +$247K ﹤0.01% 1984
2017
Q1 		– Sell
-3,503
Closed -$223K – 2152
2016
Q4 		$223K Sell
3,503
-248
-7% -$15.3K ﹤0.01% 1949
2016
Q3 		$226K Buy
3,751
+316
+9% +$17.9K ﹤0.01% 1880
2016
Q2 		$204K Sell
3,435
-19
-0.6% -$1.19K ﹤0.01% 1851
2016
Q1 		$230K Buy
+3,454
New +$196K ﹤0.01% 1803
2015
Q2 		– Sell
-2,907
Closed -$213K – 2019
2015
Q1 		$213K Sell
2,907
-1,301
-31% -$88K ﹤0.01% 1795
2014
Q4 		$308K Buy
4,208
+1,250
+42% +$93.1K ﹤0.01% 1491
2014
Q3 		$212K Buy
2,958
+159
+6% +$12.7K ﹤0.01% 1572
2014
Q2 		$248K Buy
2,799
+50
+2% +$4.54K ﹤0.01% 1501
2014
Q1 		$268K Buy
+2,749
New +$258K ﹤0.01% 1695

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Aperio Group's HY Position: Q4 2020 in Review

Aperio Group increased its Hyster-Yale Materials Handling (HY) stake by 11% in Q4 2020, buying an estimated $93.5K and bringing the position to 18,107 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Aperio Group first reported a position in HY in Q1 2014 and has held it in 24 quarters since. 120 funds tracked by Wall St. Rank hold HY as of Q4 2020.

  • Aperio Group held 18,107 shares of Hyster-Yale Materials Handling worth $1.08M as of Q4 2020.
  • Aperio Group bought 1,852 Hyster-Yale Materials Handling shares in Q4 2020, an estimated $93.5K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1555 holding.
  • Aperio Group first reported a position in Hyster-Yale Materials Handling in Q1 2014 and has held it in 24 quarters since.
  • 120 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.