Bank of Montreal’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,823
| Closed | -$244K | – | 4238 |
|
|
2022
Q1 | $244K | Buy |
6,823
+161
| +2% | +$6.36K | ﹤0.01% | 3326 |
|
|
2021
Q4 | $277K | Buy |
6,662
+1,763
| +36% | +$77K | ﹤0.01% | 2772 |
|
|
2021
Q3 | $254K | Buy |
+4,899
| New | +$301K | ﹤0.01% | 3218 |
|
|
2021
Q2 | – | Sell |
-2,678
| Closed | -$229K | – | 4226 |
|
|
2021
Q1 | $229K | Sell |
2,678
-1,208
| -31% | -$106K | ﹤0.01% | 3053 |
|
|
2020
Q4 | $268K | Buy |
3,886
+1,066
| +38% | +$53.8K | ﹤0.01% | 3059 |
|
|
2020
Q3 | $115K | Buy |
2,820
+1,526
| +118% | +$60.1K | ﹤0.01% | 3004 |
|
|
2020
Q2 | $45K | Buy |
1,294
+1,081
| +508% | +$40.3K | ﹤0.01% | 3489 |
|
|
2020
Q1 | $8K | Sell |
213
-1,281
| -86% | -$64.6K | ﹤0.01% | 3555 |
|
|
2019
Q4 | $88K | Buy |
1,494
+380
| +34% | +$21.1K | ﹤0.01% | 3561 |
|
|
2019
Q3 | $61K | Sell |
1,114
-1,084
| -49% | -$60.2K | ﹤0.01% | 3526 |
|
|
2019
Q2 | $121K | Buy |
2,198
+622
| +39% | +$34.7K | ﹤0.01% | 3222 |
|
|
2019
Q1 | $98K | Buy |
1,576
+55
| +4% | +$3.73K | ﹤0.01% | 3067 |
|
|
2018
Q4 | $94K | Buy |
1,521
+73
| +5% | +$4.55K | ﹤0.01% | 2978 |
|
|
2018
Q3 | $89K | Sell |
1,448
-15,654
| -92% | -$989K | ﹤0.01% | 3155 |
|
|
2018
Q2 | $1.1M | Sell |
17,102
-3,121
| -15% | -$217K | ﹤0.01% | 1957 |
|
|
2018
Q1 | $1.41M | Buy |
20,223
+1,069
| +6% | +$84.6K | ﹤0.01% | 1742 |
|
|
2017
Q4 | $1.63M | Buy |
19,154
+5,585
| +41% | +$460K | ﹤0.01% | 1695 |
|
|
2017
Q3 | $1.04M | Buy |
13,569
+12,193
| +886% | +$856K | ﹤0.01% | 1952 |
|
|
2017
Q2 | $97K | Hold |
1,376
| – | – | ﹤0.01% | 3002 |
|
|
2017
Q1 | $78K | Hold |
1,376
| – | – | ﹤0.01% | 2927 |
|
|
2016
Q4 | $89K | Hold |
1,376
| – | – | ﹤0.01% | 2893 |
|
|
2016
Q3 | $83K | Sell |
1,376
-850
| -38% | -$48.1K | ﹤0.01% | 2871 |
|
|
2016
Q2 | $133K | Sell |
2,226
-882
| -28% | -$55.4K | ﹤0.01% | 2675 |
|
|
2016
Q1 | $207K | Hold |
3,108
| – | – | ﹤0.01% | 2444 |
|
|
2015
Q4 | $163K | Buy |
3,108
+981
| +46% | +$56.3K | ﹤0.01% | 2532 |
|
|
2015
Q3 | $123K | Buy |
2,127
+878
| +70% | +$56K | ﹤0.01% | 2512 |
|
|
2015
Q2 | $87K | Buy |
1,249
+1,068
| +590% | +$77.7K | ﹤0.01% | 2805 |
|
|
2015
Q1 | $13K | Sell |
181
-1,553
| -90% | -$105K | ﹤0.01% | 3409 |
|
|
2014
Q4 | $127K | Buy |
1,734
+1,509
| +671% | +$112K | ﹤0.01% | 2662 |
|
|
2014
Q3 | $16K | Sell |
225
-45
| -17% | -$3.58K | ﹤0.01% | 3532 |
|
|
2014
Q2 | $24K | Buy |
+270
| New | +$24.5K | ﹤0.01% | 3509 |
|
Other funds holding HY
GI
Bank of Montreal's HY Position: Q2 2022 in Review
Bank of Montreal sold out of Hyster-Yale Materials Handling (HY) in Q2 2022, closing a stake of 6,823 shares — an estimated $244K sold.
Bank of Montreal first reported a position in HY in Q2 2014 and held it in 31 quarters. The position peaked at $1.63M in Q4 2017. 99 funds tracked by Wall St. Rank hold HY as of Q2 2022.
- Bank of Montreal reported no remaining Hyster-Yale Materials Handling position as of Q2 2022 after selling out during the quarter.
- Bank of Montreal sold 6,823 Hyster-Yale Materials Handling shares in Q2 2022, an estimated $244K.
- Bank of Montreal first reported a position in Hyster-Yale Materials Handling in Q2 2014 and held it in 31 quarters.
- Bank of Montreal's Hyster-Yale Materials Handling position peaked at $1.63M in Q4 2017.
- 99 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2022.
Based on Bank of Montreal's 13F filing for Q2 2022, filed 11 Aug 2022.