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Claret Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Claret Asset 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
2019
Q4 		– Sell
-6,515
Closed -$357K – 205
2019
Q3 		$357K Sell
6,515
-474
-7% -$26.3K 0.07% 132
2019
Q2 		$386K Sell
6,989
-290
-4% -$16.2K 0.08% 129
2019
Q1 		$454K Sell
7,279
-550
-7% -$37.3K 0.09% 115
2018
Q4 		$485K Sell
7,829
-105
-1% -$6.54K 0.11% 104
2018
Q3 		$488K Sell
7,934
-700
-8% -$44.2K 0.09% 105
2018
Q2 		$555K Sell
8,634
-115
-1% -$7.99K 0.11% 102
2018
Q1 		$612K Sell
8,749
-5,870
-40% -$464K 0.14% 94
2017
Q4 		$1.25M Buy
+14,619
New +$1.2M 0.27% 75

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