DIA
HY icon

Dean Investment Associates’s Hyster-Yale Materials Handling HY Stock Holding History

Dean Investment Associates’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
-29,480
Closed -$2.04M – 225
2015
Q2 		$2.04M Buy
29,480
+9,615
+48% +$700K 0.46% 81
2015
Q1 		$1.46M Buy
+19,865
New +$1.34M 0.34% 101

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $757B AUM 28.64% 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 $173B AUM 20.72% 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 $1.9T AUM 41.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dean Investment Associates's HY Position: Q3 2015 in Review

Dean Investment Associates sold out of Hyster-Yale Materials Handling (HY) in Q3 2015, closing a stake of 29,480 shares — an estimated $2.04M sold.

Dean Investment Associates first reported a position in HY in Q1 2015 and held it in 2 quarters. The position peaked at $2.04M in Q2 2015. 142 funds tracked by Wall St. Rank hold HY as of Q3 2015.

  • Dean Investment Associates reported no remaining Hyster-Yale Materials Handling position as of Q3 2015 after selling out during the quarter.
  • Dean Investment Associates sold 29,480 Hyster-Yale Materials Handling shares in Q3 2015, an estimated $2.04M.
  • Dean Investment Associates first reported a position in Hyster-Yale Materials Handling in Q1 2015 and held it in 2 quarters.
  • Dean Investment Associates's Hyster-Yale Materials Handling position peaked at $2.04M in Q2 2015.
  • 142 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2015.

Based on Dean Investment Associates's 13F filing for Q3 2015, filed 13 Nov 2015.