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Burt Wealth Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Burt Wealth Advisors’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
2020
Q3 		– Sell
-31
Closed -$1K – 419
2020
Q2 		$1K Hold
31
– – ﹤0.01% 380
2020
Q1 		$1K Buy
+31
New +$1.56K ﹤0.01% 374

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burt Wealth Advisors's HY Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Hyster-Yale Materials Handling (HY) in Q3 2020, closing a stake of 31 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in HY in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 108 funds tracked by Wall St. Rank hold HY as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Hyster-Yale Materials Handling position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 31 Hyster-Yale Materials Handling shares in Q3 2020, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Hyster-Yale Materials Handling in Q1 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's Hyster-Yale Materials Handling position peaked at $1K in Q2 2020.
  • 108 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.