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Chase Investment Counsel’s Hyster-Yale Materials Handling HY Stock Holding History

Chase Investment Counsel’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
Q1 		– Sell
-11,940
Closed -$703K – 92
2019
Q4 		$703K Hold
11,940
– – 0.36% 61
2019
Q3 		$653K Hold
11,940
– – 0.33% 64
2019
Q2 		$659K Hold
11,940
– – 0.34% 65
2019
Q1 		$744K Buy
+11,940
New +$809K 0.38% 64

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Chase Investment Counsel's HY Position: Q1 2020 in Review

Chase Investment Counsel sold out of Hyster-Yale Materials Handling (HY) in Q1 2020, closing a stake of 11,940 shares — an estimated $703K sold.

Chase Investment Counsel first reported a position in HY in Q1 2019 and held it in 4 quarters. The position peaked at $744K in Q1 2019. 108 funds tracked by Wall St. Rank hold HY as of Q1 2020.

  • Chase Investment Counsel reported no remaining Hyster-Yale Materials Handling position as of Q1 2020 after selling out during the quarter.
  • Chase Investment Counsel sold 11,940 Hyster-Yale Materials Handling shares in Q1 2020, an estimated $703K.
  • Chase Investment Counsel first reported a position in Hyster-Yale Materials Handling in Q1 2019 and held it in 4 quarters.
  • Chase Investment Counsel's Hyster-Yale Materials Handling position peaked at $744K in Q1 2019.
  • 108 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2020.

Based on Chase Investment Counsel's 13F filing for Q1 2020, filed 8 May 2020.