BIT
HY icon

BlackRock Institutional Trust’s Hyster-Yale Materials Handling HY Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$18.7M Buy
293,826
+15,661
+6% +$964K ﹤0.01% 2012
2016
Q3 		$16.7M Sell
278,165
-1,554
-0.6% -$88K ﹤0.01% 2008
2016
Q2 		$16.6M Sell
279,719
-3,351
-1% -$210K ﹤0.01% 1965
2016
Q1 		$18.9M Sell
283,070
-1,815
-0.6% -$103K ﹤0.01% 1869
2015
Q4 		$14.9M Sell
284,885
-43,134
-13% -$2.47M ﹤0.01% 2058
2015
Q3 		$19M Sell
328,019
-14,891
-4% -$950K ﹤0.01% 1879
2015
Q2 		$23.8M Sell
342,910
-27,575
-7% -$2.01M ﹤0.01% 1806
2015
Q1 		$27.2M Buy
370,485
+18,074
+5% +$1.22M ﹤0.01% 1738
2014
Q4 		$25.8M Sell
352,411
-8,470
-2% -$631K ﹤0.01% 1743
2014
Q3 		$25.8M Buy
360,881
+41,147
+13% +$3.28M ﹤0.01% 1722
2014
Q2 		$28.3M Sell
319,734
-33,313
-9% -$3.02M ﹤0.01% 1718
2014
Q1 		$34.4M Buy
353,047
+33,704
+11% +$3.17M 0.01% 1571
2013
Q4 		$29.8M Buy
319,343
+35,965
+13% +$3.13M 0.01% 1642
2013
Q3 		$25.4M Buy
283,378
+1,195
+0.4% +$91.6K ﹤0.01% 1683
2013
Q2 		$17.7M Buy
+282,183
New +$16.6M ﹤0.01% 1892

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $36.7B AUM 74.15% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock Institutional Trust's HY Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Hyster-Yale Materials Handling (HY) stake by 5.6% in Q4 2016, buying an estimated $964K and bringing the position to 293,826 shares worth $18.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

BlackRock Institutional Trust first reported a position in HY in Q2 2013 and has held it in 15 quarters since. The position peaked at $34.4M in Q1 2014. 130 funds tracked by Wall St. Rank hold HY as of Q4 2016.

  • BlackRock Institutional Trust held 293,826 shares of Hyster-Yale Materials Handling worth $18.7M as of Q4 2016.
  • BlackRock Institutional Trust bought 15,661 Hyster-Yale Materials Handling shares in Q4 2016, an estimated $964K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #2012 holding.
  • BlackRock Institutional Trust first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Hyster-Yale Materials Handling position peaked at $34.4M in Q1 2014.
  • 130 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.