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Clean Yield Group’s Hyster-Yale Materials Handling HY Stock Holding History

Clean Yield Group’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
Q2 		– Sell
-350
Closed -$22K – 349
2019
Q1 		$22K Hold
350
– – 0.01% 235
2018
Q4 		$22K Buy
+350
New +$21.8K 0.01% 227
2017
Q4 		– Sell
-3,395
Closed -$260K – 133
2017
Q3 		$260K Sell
3,395
-3,200
-49% -$225K 0.11% 122
2017
Q2 		$471K Sell
6,595
-6,085
-48% -$415K 0.2% 97
2017
Q1 		$715K Sell
12,680
-5,970
-32% -$362K 0.3% 76
2016
Q4 		$1.19M Sell
18,650
-5,140
-22% -$317K 0.54% 60
2016
Q3 		$1.43M Sell
23,790
-10,640
-31% -$603K 0.62% 55
2016
Q2 		$2.05M Sell
34,430
-1,724
-5% -$108K 0.88% 40
2016
Q1 		$2.49M Sell
36,154
-1,755
-5% -$99.6K 1.11% 35
2015
Q4 		$1.9M Sell
37,909
-538
-1% -$30.9K 0.94% 45
2015
Q3 		$2.49M Buy
38,447
+13,173
+52% +$841K 1.17% 35
2015
Q2 		$1.75M Buy
25,274
+22,444
+793% +$1.63M 0.8% 47
2015
Q1 		$207K Buy
+2,830
New +$191K 0.09% 120

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Clean Yield Group's HY Position: Q2 2019 in Review

Clean Yield Group sold out of Hyster-Yale Materials Handling (HY) in Q2 2019, closing a stake of 350 shares — an estimated $22K sold.

Clean Yield Group first reported a position in HY in Q1 2015 and held it in 13 quarters. The position peaked at $2.49M in Q1 2016. 121 funds tracked by Wall St. Rank hold HY as of Q2 2019.

  • Clean Yield Group reported no remaining Hyster-Yale Materials Handling position as of Q2 2019 after selling out during the quarter.
  • Clean Yield Group sold 350 Hyster-Yale Materials Handling shares in Q2 2019, an estimated $22K.
  • Clean Yield Group first reported a position in Hyster-Yale Materials Handling in Q1 2015 and held it in 13 quarters.
  • Clean Yield Group's Hyster-Yale Materials Handling position peaked at $2.49M in Q1 2016.
  • 121 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2019.

Based on Clean Yield Group's 13F filing for Q2 2019, filed 22 Jul 2019.