Capital Research Global Investors
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Capital Research Global Investors’s Hyster-Yale Materials Handling HY Stock Holding History

Capital Research Global Investors’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
2013
Q4 		– Sell
-168,812
Closed -$15.1M – 439
2013
Q3 		$15.1M Hold
168,812
– – 0.01% 415
2013
Q2 		$10.6M Buy
+168,812
New +$9.92M ﹤0.01% 413

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors's HY Position: Q4 2013 in Review

Capital Research Global Investors sold out of Hyster-Yale Materials Handling (HY) in Q4 2013, closing a stake of 168,812 shares — an estimated $15.1M sold.

Capital Research Global Investors first reported a position in HY in Q2 2013 and held it in 2 quarters. The position peaked at $15.1M in Q3 2013. 154 funds tracked by Wall St. Rank hold HY as of Q4 2013.

  • Capital Research Global Investors reported no remaining Hyster-Yale Materials Handling position as of Q4 2013 after selling out during the quarter.
  • Capital Research Global Investors sold 168,812 Hyster-Yale Materials Handling shares in Q4 2013, an estimated $15.1M.
  • Capital Research Global Investors first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 2 quarters.
  • Capital Research Global Investors's Hyster-Yale Materials Handling position peaked at $15.1M in Q3 2013.
  • 154 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2013.

Based on Capital Research Global Investors's 13F filing for Q4 2013, filed 14 Feb 2014.