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Assured Investment Management’s Hyster-Yale Materials Handling HY Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-61
Closed -$4K – 407
2019
Q1 		$4K Buy
+61
New +$4.13K ﹤0.01% 1067
2018
Q4 		– Sell
-8,343
Closed -$513K – 1217
2018
Q3 		$513K Sell
8,343
-6,588
-44% -$416K 0.01% 758
2018
Q2 		$959K Sell
14,931
-8,137
-35% -$565K 0.02% 575
2018
Q1 		$1.61M Buy
+23,068
New +$1.82M 0.04% 396

Other funds holding HY

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Assured Investment Management's HY Position: Q2 2019 in Review

Assured Investment Management sold out of Hyster-Yale Materials Handling (HY) in Q2 2019, closing a stake of 61 shares — an estimated $4K sold.

Assured Investment Management first reported a position in HY in Q1 2018 and held it in 4 quarters. The position peaked at $1.61M in Q1 2018. 121 funds tracked by Wall St. Rank hold HY as of Q2 2019.

  • Assured Investment Management reported no remaining Hyster-Yale Materials Handling position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 61 Hyster-Yale Materials Handling shares in Q2 2019, an estimated $4K.
  • Assured Investment Management first reported a position in Hyster-Yale Materials Handling in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's Hyster-Yale Materials Handling position peaked at $1.61M in Q1 2018.
  • 121 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.