BG
HY icon

Bahl & Gaynor’s Hyster-Yale Materials Handling HY Stock Holding History

Bahl & Gaynor’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
2018
Q3 		– Sell
-16,647
Closed -$1.07M – 362
2018
Q2 		$1.07M Buy
16,647
+258
+2% +$17.9K 0.01% 267
2018
Q1 		$1.15M Buy
16,389
+530
+3% +$41.9K 0.01% 267
2017
Q4 		$1.35M Buy
15,859
+215
+1% +$17.7K 0.01% 254
2017
Q3 		$1.2M Buy
15,644
+2,370
+18% +$166K 0.01% 248
2017
Q2 		$933K Buy
13,274
+1,055
+9% +$71.9K 0.01% 269
2017
Q1 		$689K Buy
12,219
+1,385
+13% +$84K 0.01% 293
2016
Q4 		$691K Buy
10,834
+1,725
+19% +$106K 0.01% 280
2016
Q3 		$547K Buy
9,109
+810
+10% +$45.9K 0.01% 308
2016
Q2 		$494K Buy
8,299
+585
+8% +$36.7K 0.01% 312
2016
Q1 		$514K Buy
7,714
+3,595
+87% +$204K 0.01% 307
2015
Q4 		$216K Sell
4,119
-2,950
-42% -$169K ﹤0.01% 406
2015
Q3 		$409K Buy
7,069
+915
+15% +$58.4K 0.01% 340
2015
Q2 		$427K Buy
6,154
+310
+5% +$22.6K 0.01% 340
2015
Q1 		$428K Buy
5,844
+155
+3% +$10.5K 0.01% 325
2014
Q4 		$417K Buy
5,689
+241
+4% +$17.9K 0.01% 316
2014
Q3 		$390K Buy
+5,448
New +$434K 0.01% 318

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bahl & Gaynor's HY Position: Q3 2018 in Review

Bahl & Gaynor sold out of Hyster-Yale Materials Handling (HY) in Q3 2018, closing a stake of 16,647 shares — an estimated $1.07M sold.

Bahl & Gaynor first reported a position in HY in Q3 2014 and held it in 16 quarters. The position peaked at $1.35M in Q4 2017. 134 funds tracked by Wall St. Rank hold HY as of Q3 2018.

  • Bahl & Gaynor reported no remaining Hyster-Yale Materials Handling position as of Q3 2018 after selling out during the quarter.
  • Bahl & Gaynor sold 16,647 Hyster-Yale Materials Handling shares in Q3 2018, an estimated $1.07M.
  • Bahl & Gaynor first reported a position in Hyster-Yale Materials Handling in Q3 2014 and held it in 16 quarters.
  • Bahl & Gaynor's Hyster-Yale Materials Handling position peaked at $1.35M in Q4 2017.
  • 134 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2018.

Based on Bahl & Gaynor's 13F filing for Q3 2018, filed 9 Nov 2018.