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Dean Capital Management’s Hyster-Yale Materials Handling HY Stock Holding History

Dean Capital Management’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
-13,173
Closed -$913K – 75
2015
Q2 		$913K Buy
13,173
+5,833
+79% +$424K 1.34% 29
2015
Q1 		$538K Buy
+7,340
New +$497K 1.03% 45

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

Dean Capital Management's HY Position: Q3 2015 in Review

Dean Capital Management sold out of Hyster-Yale Materials Handling (HY) in Q3 2015, closing a stake of 13,173 shares — an estimated $913K sold.

Dean Capital Management first reported a position in HY in Q1 2015 and held it in 2 quarters. The position peaked at $913K in Q2 2015. 142 funds tracked by Wall St. Rank hold HY as of Q3 2015.

  • Dean Capital Management reported no remaining Hyster-Yale Materials Handling position as of Q3 2015 after selling out during the quarter.
  • Dean Capital Management sold 13,173 Hyster-Yale Materials Handling shares in Q3 2015, an estimated $913K.
  • Dean Capital Management first reported a position in Hyster-Yale Materials Handling in Q1 2015 and held it in 2 quarters.
  • Dean Capital Management's Hyster-Yale Materials Handling position peaked at $913K in Q2 2015.
  • 142 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2015.

Based on Dean Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.