Claret Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,515
| Closed | -$357K | – | 201 |
|
|
2019
Q3 | $357K | Sell |
6,515
-474
| -7% | -$26K | 0.07% | 131 |
|
|
2019
Q2 | $386K | Sell |
6,989
-290
| -4% | -$16K | 0.08% | 126 |
|
|
2019
Q1 | $454K | Sell |
7,279
-550
| -7% | -$34.3K | 0.09% | 113 |
|
|
2018
Q4 | $485K | Sell |
7,829
-105
| -1% | -$6.51K | 0.11% | 103 |
|
|
2018
Q3 | $488K | Sell |
7,934
-700
| -8% | -$43.1K | 0.09% | 105 |
|
|
2018
Q2 | $555K | Sell |
8,634
-115
| -1% | -$7.39K | 0.11% | 101 |
|
|
2018
Q1 | $612K | Sell |
8,749
-5,870
| -40% | -$411K | 0.14% | 94 |
|
|
2017
Q4 | $1.25M | Buy |
+14,619
| New | +$1.25M | 0.27% | 75 |
|