GC
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Guggenheim Capital’s Hyster-Yale Materials Handling HY Stock Holding History

Guggenheim Capital’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
2015
Q4 		– Sell
-3,668
Closed -$212K – 3023
2015
Q3 		$212K Sell
3,668
-699
-16% -$44.6K ﹤0.01% 2715
2015
Q2 		$302K Sell
4,367
-109,011
-96% -$7.93M ﹤0.01% 2684
2015
Q1 		$8.31M Sell
113,378
-6,531
-5% -$442K 0.02% 935
2014
Q4 		$8.78M Sell
119,909
-49,689
-29% -$3.7M 0.02% 882
2014
Q3 		$12.1M Sell
169,598
-22,628
-12% -$1.8M 0.03% 812
2014
Q2 		$17M Sell
192,226
-15,411
-7% -$1.4M 0.04% 717
2014
Q1 		$20.2M Buy
207,637
+9,358
+5% +$879K 0.06% 605
2013
Q4 		$18.5M Buy
198,279
+192,445
+3,299% +$16.8M 0.06% 616
2013
Q3 		$523K Buy
+5,834
New +$447K ﹤0.01% 2426

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return