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Harvest Investment Services’s Hyster-Yale Materials Handling HY Stock Holding History

Harvest Investment Services’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
2021
Q2 		– Sell
-3,309
Closed -$288K – 292
2021
Q1 		$288K Buy
+3,309
New +$290K 0.13% 196

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Harvest Investment Services's HY Position: Q2 2021 in Review

Harvest Investment Services sold out of Hyster-Yale Materials Handling (HY) in Q2 2021, closing a stake of 3,309 shares — an estimated $288K sold.

Harvest Investment Services first reported a position in HY in Q1 2021 and held it in 1 quarter. The position peaked at $288K in Q1 2021. 128 funds tracked by Wall St. Rank hold HY as of Q2 2021.

  • Harvest Investment Services reported no remaining Hyster-Yale Materials Handling position as of Q2 2021 after selling out during the quarter.
  • Harvest Investment Services sold 3,309 Hyster-Yale Materials Handling shares in Q2 2021, an estimated $288K.
  • Harvest Investment Services first reported a position in Hyster-Yale Materials Handling in Q1 2021 and held it in 1 quarter.
  • Harvest Investment Services's Hyster-Yale Materials Handling position peaked at $288K in Q1 2021.
  • 128 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2021.

Based on Harvest Investment Services's 13F filing for Q2 2021, filed 10 Aug 2021.