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Emerald Acquisition’s Hyster-Yale Materials Handling HY Stock Holding History

Emerald Acquisition’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
2016
Q3 		$2.02M Sell
33,505
-18,143
-35% -$1.03M ﹤0.01% 1750
2016
Q2 		$3.07M Buy
+51,648
New +$3.24M 0.01% 1623

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Emerald Acquisition's HY Position: Q3 2016 in Review

Emerald Acquisition reduced its Hyster-Yale Materials Handling (HY) stake by 35% in Q3 2016, selling an estimated $1.03M and leaving 33,505 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Emerald Acquisition first reported a position in HY in Q2 2016 and has held it in 2 quarters since. The position peaked at $3.07M in Q2 2016. 125 funds tracked by Wall St. Rank hold HY as of Q3 2016.

  • Emerald Acquisition held 33,505 shares of Hyster-Yale Materials Handling worth $2.02M as of Q3 2016.
  • Emerald Acquisition sold 18,143 Hyster-Yale Materials Handling shares in Q3 2016, an estimated $1.03M.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1750 holding.
  • Emerald Acquisition first reported a position in Hyster-Yale Materials Handling in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's Hyster-Yale Materials Handling position peaked at $3.07M in Q2 2016.
  • 125 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.