Convergence Investment Partners’s Hyster-Yale Materials Handling HY Stock Holding History

Convergence Investment Partners’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
2018 Q2	–	Sell	-18,540	Closed	-$1.3M	–	581
2018 Q1	$1.3M	Buy	18,540 +125	+0.7%	+$9.89K	0.17%	202
2017 Q4	$1.57M	Sell	18,415 -105	-0.6%	-$8.64K	0.21%	177
2017 Q3	$1.42M	Buy	+18,520	New	+$1.3M	0.2%	196
2015 Q4	–	Sell	-16,270	Closed	-$941K	–	356
2015 Q3	$941K	Buy	16,270 +3,984	+32%	+$254K	0.11%	268
2015 Q2	$851K	Sell	12,286 -10,937	-47%	-$796K	0.08%	286
2015 Q1	$1.7M	Buy	23,223 +16,015	+222%	+$1.08M	0.24%	165
2014 Q4	$528K	Buy	+7,208	New	+$537K	0.07%	307
2014 Q3	–	Sell	-7,175	Closed	-$635K	–	387
2014 Q2	$635K	Buy	+7,175	New	+$651K	0.08%	289

Other funds holding HY

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Convergence Investment Partners's HY Position: Q2 2018 in Review

Convergence Investment Partners sold out of Hyster-Yale Materials Handling (HY) in Q2 2018, closing a stake of 18,540 shares — an estimated $1.3M sold.

Convergence Investment Partners first reported a position in HY in Q2 2014 and held it in 8 quarters. The position peaked at $1.7M in Q1 2015. 142 funds tracked by Wall St. Rank hold HY as of Q2 2018.

Convergence Investment Partners reported no remaining Hyster-Yale Materials Handling position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 18,540 Hyster-Yale Materials Handling shares in Q2 2018, an estimated $1.3M.
Convergence Investment Partners first reported a position in Hyster-Yale Materials Handling in Q2 2014 and held it in 8 quarters.
Convergence Investment Partners's Hyster-Yale Materials Handling position peaked at $1.7M in Q1 2015.
142 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.