EWM
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Evercore Wealth Management’s Hyster-Yale Materials Handling HY Stock Holding History

Evercore Wealth 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
2017
Q1 		– Sell
-900
Closed -$57K – 1007
2016
Q4 		$57K Buy
+900
New +$55.4K ﹤0.01% 580

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $36.7B AUM 74.15% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Evercore Wealth Management's HY Position: Q1 2017 in Review

Evercore Wealth Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2017, closing a stake of 900 shares — an estimated $57K sold.

Evercore Wealth Management first reported a position in HY in Q4 2016 and held it in 1 quarter. The position peaked at $57K in Q4 2016. 120 funds tracked by Wall St. Rank hold HY as of Q1 2017.

  • Evercore Wealth Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 900 Hyster-Yale Materials Handling shares in Q1 2017, an estimated $57K.
  • Evercore Wealth Management first reported a position in Hyster-Yale Materials Handling in Q4 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Hyster-Yale Materials Handling position peaked at $57K in Q4 2016.
  • 120 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.