Envestnet Asset Management
HY icon

Envestnet Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Envestnet Asset 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
2018
Q3 		– Sell
-24
Closed -$2K – 1871
2018
Q2 		$2K Hold
24
– – ﹤0.01% 2735
2018
Q1 		$2K Buy
24
+8
+50% +$633 ﹤0.01% 2703
2017
Q4 		$1K Buy
+16
New +$1.32K ﹤0.01% 2908
2017
Q2 		– Sell
-1,163
Closed -$66K – 3080
2017
Q1 		$66K Sell
1,163
-44
-4% -$2.67K ﹤0.01% 2323
2016
Q4 		$77K Sell
1,207
-467
-28% -$28.8K ﹤0.01% 2285
2016
Q3 		$101K Sell
1,674
-128
-7% -$7.25K ﹤0.01% 2307
2016
Q2 		$107K Sell
1,802
-246
-12% -$15.4K ﹤0.01% 2393
2016
Q1 		$136K Sell
2,048
-266
-11% -$15.1K ﹤0.01% 2265
2015
Q4 		$121K Sell
2,314
-328
-12% -$18.8K ﹤0.01% 2291
2015
Q3 		$153K Buy
+2,642
New +$169K ﹤0.01% 2150
2015
Q1 		– Sell
-181
Closed -$13K – 2212
2014
Q4 		$13K Sell
181
-111
-38% -$8.27K ﹤0.01% 1885
2014
Q3 		$21K Buy
+292
New +$23.3K ﹤0.01% 1861

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.24B AUM 31.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return