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

Bogle 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
2018
Q1 		– Sell
-5,761
Closed -$490K – 336
2017
Q4 		$490K Buy
+5,761
New +$474K 0.04% 245
2013
Q4 		– Sell
-29,173
Closed -$2.62M – 325
2013
Q3 		$2.62M Buy
+29,173
New +$2.24M 0.27% 127

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bogle Investment Management's HY Position: Q1 2018 in Review

Bogle Investment Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2018, closing a stake of 5,761 shares — an estimated $490K sold.

Bogle Investment Management first reported a position in HY in Q3 2013 and held it in 2 quarters. The position peaked at $2.62M in Q3 2013. 152 funds tracked by Wall St. Rank hold HY as of Q1 2018.

  • Bogle Investment Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2018 after selling out during the quarter.
  • Bogle Investment Management sold 5,761 Hyster-Yale Materials Handling shares in Q1 2018, an estimated $490K.
  • Bogle Investment Management first reported a position in Hyster-Yale Materials Handling in Q3 2013 and held it in 2 quarters.
  • Bogle Investment Management's Hyster-Yale Materials Handling position peaked at $2.62M in Q3 2013.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2018.

Based on Bogle Investment Management's 13F filing for Q1 2018, filed 14 May 2018.