Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DA
Denali Advisors’s
Hyster-Yale Materials Handling
HY
Stock Holding History
Denali Advisors’s Portfolio
HY Stock Details
HY Fund Activity
Bought
Maintained
Sold
Shares
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
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Diamond Hill Capital Management
Columbus, Ohio
$16B AUM
4.15%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close