CI
HY icon

Cowen Inc’s Hyster-Yale Materials Handling HY Stock Holding History

Cowen Inc’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
2015
Q3 		– Sell
-11,834
Closed -$820K – 342
2015
Q2 		$820K Buy
11,834
+2,746
+30% +$200K 0.05% 172
2015
Q1 		$666K Buy
+9,088
New +$615K 0.06% 167

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cowen Inc's HY Position: Q3 2015 in Review

Cowen Inc sold out of Hyster-Yale Materials Handling (HY) in Q3 2015, closing a stake of 11,834 shares — an estimated $820K sold.

Cowen Inc first reported a position in HY in Q1 2015 and held it in 2 quarters. The position peaked at $820K in Q2 2015. 142 funds tracked by Wall St. Rank hold HY as of Q3 2015.

  • Cowen Inc reported no remaining Hyster-Yale Materials Handling position as of Q3 2015 after selling out during the quarter.
  • Cowen Inc sold 11,834 Hyster-Yale Materials Handling shares in Q3 2015, an estimated $820K.
  • Cowen Inc first reported a position in Hyster-Yale Materials Handling in Q1 2015 and held it in 2 quarters.
  • Cowen Inc's Hyster-Yale Materials Handling position peaked at $820K in Q2 2015.
  • 142 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2015.

Based on Cowen Inc's 13F filing for Q3 2015, filed 13 Nov 2015.