Denali Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Denali Advisors’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
2019 Q1	–	Sell	-16	Closed	-$1K	–	275
2018 Q4	$1K	Hold	16	–	–	﹤0.01%	234
2018 Q3	$1K	Hold	16	–	–	﹤0.01%	238
2018 Q2	$1K	Sell	16 -11	-41%	-$764	﹤0.01%	261
2018 Q1	$2K	Hold	27	–	–	﹤0.01%	231
2017 Q4	$2K	Hold	27	–	–	﹤0.01%	224
2017 Q3	$2K	Sell	27 -23	-46%	-$1.61K	﹤0.01%	219
2017 Q2	$4K	Sell	50 -10	-17%	-$681	﹤0.01%	155
2017 Q1	$3K	Hold	60	–	–	﹤0.01%	177
2016 Q4	$4K	Buy	60 +4	+7%	+$246	﹤0.01%	159
2016 Q3	$3K	Hold	56	–	–	﹤0.01%	179
2016 Q2	$3K	Hold	56	–	–	﹤0.01%	161
2016 Q1	$4K	Hold	56	–	–	﹤0.01%	147
2015 Q4	$3K	Buy	56 +16	+40%	+$918	﹤0.01%	165
2015 Q3	$2K	Hold	40	–	–	﹤0.01%	211
2015 Q2	$3K	Hold	40	–	–	﹤0.01%	184
2015 Q1	$3K	Hold	40	–	–	﹤0.01%	174
2014 Q4	$3K	Buy	40 +9	+29%	+$670	﹤0.01%	157
2014 Q3	$2K	Hold	31	–	–	﹤0.01%	182
2014 Q2	$3K	Hold	31	–	–	﹤0.01%	168
2014 Q1	$3K	Buy	+31	New	+$2.91K	﹤0.01%	179

Other funds holding HY

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

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

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

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Denali Advisors's HY Position: Q1 2019 in Review

Denali Advisors sold out of Hyster-Yale Materials Handling (HY) in Q1 2019, closing a stake of 16 shares — an estimated $1K sold.

Denali Advisors first reported a position in HY in Q1 2014 and held it in 20 quarters. The position peaked at $4K in Q2 2017. 129 funds tracked by Wall St. Rank hold HY as of Q1 2019.

Denali Advisors reported no remaining Hyster-Yale Materials Handling position as of Q1 2019 after selling out during the quarter.
Denali Advisors sold 16 Hyster-Yale Materials Handling shares in Q1 2019, an estimated $1K.
Denali Advisors first reported a position in Hyster-Yale Materials Handling in Q1 2014 and held it in 20 quarters.
Denali Advisors's Hyster-Yale Materials Handling position peaked at $4K in Q2 2017.
129 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2019.

Based on Denali Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.