Convergence Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-18,540
| Closed | -$1.3M | – | 581 |
|
|
2018
Q1 | $1.3M | Buy |
18,540
+125
| +0.7% | +$8.75K | 0.17% | 202 |
|
|
2017
Q4 | $1.57M | Sell |
18,415
-105
| -0.6% | -$8.94K | 0.21% | 177 |
|
|
2017
Q3 | $1.42M | Buy |
+18,520
| New | +$1.42M | 0.2% | 196 |
|
|
2015
Q4 | – | Sell |
-16,270
| Closed | -$941K | – | 356 |
|
|
2015
Q3 | $941K | Buy |
16,270
+3,984
| +32% | +$230K | 0.11% | 268 |
|
|
2015
Q2 | $851K | Sell |
12,286
-10,937
| -47% | -$758K | 0.08% | 286 |
|
|
2015
Q1 | $1.7M | Buy |
23,223
+16,015
| +222% | +$1.17M | 0.24% | 165 |
|
|
2014
Q4 | $528K | Buy |
+7,208
| New | +$528K | 0.07% | 307 |
|
|
2014
Q3 | – | Sell |
-7,175
| Closed | -$635K | – | 387 |
|
|
2014
Q2 | $635K | Buy |
+7,175
| New | +$635K | 0.08% | 289 |
|