HSBC Holdings’s Hyster-Yale Materials Handling HY Stock Holding History

HSBC Holdings’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
2020 Q1	–	Sell	-4,698	Closed	-$278K	–	2844
2019 Q4	$278K	Sell	4,698 -3,016	-39%	-$168K	﹤0.01%	2609
2019 Q3	$422K	Buy	7,714 +2,475	+47%	+$138K	﹤0.01%	2424
2019 Q2	$289K	Buy	5,239 +1,487	+40%	+$83K	﹤0.01%	2340
2019 Q1	$235K	Buy	+3,752	New	+$254K	﹤0.01%	2472
2018 Q1	–	Sell	-2,740	Closed	-$233K	–	2564
2017 Q4	$233K	Buy	+2,740	New	+$225K	﹤0.01%	1858
2017 Q1	–	Sell	-4,186	Closed	-$267K	–	2328
2016 Q4	$267K	Buy	+4,186	New	+$258K	﹤0.01%	2316
2016 Q2	–	Sell	-3,181	Closed	-$212K	–	2097
2016 Q1	$212K	Buy	+3,181	New	+$181K	﹤0.01%	1906

Other funds holding HY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

HSBC Holdings's HY Position: Q1 2020 in Review

HSBC Holdings sold out of Hyster-Yale Materials Handling (HY) in Q1 2020, closing a stake of 4,698 shares — an estimated $278K sold.

HSBC Holdings first reported a position in HY in Q1 2016 and held it in 7 quarters. The position peaked at $422K in Q3 2019. 108 funds tracked by Wall St. Rank hold HY as of Q1 2020.

HSBC Holdings reported no remaining Hyster-Yale Materials Handling position as of Q1 2020 after selling out during the quarter.
HSBC Holdings sold 4,698 Hyster-Yale Materials Handling shares in Q1 2020, an estimated $278K.
HSBC Holdings first reported a position in Hyster-Yale Materials Handling in Q1 2016 and held it in 7 quarters.
HSBC Holdings's Hyster-Yale Materials Handling position peaked at $422K in Q3 2019.
108 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2020.

Based on HSBC Holdings's 13F filing for Q1 2020, filed 15 May 2020.