Independent Order of Foresters’s Hyster-Yale Materials Handling HY Stock Holding History

Independent Order of Foresters’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
2019 Q2	–	Sell	-455	Closed	-$28K	–	25
2019 Q1	$28K	Sell	455 -1,460	-76%	-$98.9K	0.03%	24
2018 Q4	$119K	Sell	1,915 -10	-0.5%	-$623	0.13%	21
2018 Q3	$118K	Hold	1,925	–	–	0.11%	23
2018 Q2	$124K	Hold	1,925	–	–	0.18%	21
2018 Q1	$135K	Sell	1,925 -20	-1%	-$1.58K	0.12%	91
2017 Q4	$166K	Sell	1,945 -830	-30%	-$68.3K	0.15%	86
2017 Q3	$212K	Hold	2,775	–	–	0.18%	85
2017 Q2	$195K	Sell	2,775 -300	-10%	-$20.4K	0.16%	86
2017 Q1	$173K	Hold	3,075	–	–	0.15%	91
2016 Q4	$196K	Hold	3,075	–	–	0.17%	86
2016 Q3	$185K	Buy	3,075 +700	+29%	+$39.6K	0.15%	87
2016 Q2	$141K	Hold	2,375	–	–	0.1%	95
2016 Q1	$158K	Hold	2,375	–	–	0.12%	91
2015 Q4	$125K	Hold	2,375	–	–	0.1%	94
2015 Q3	$137K	Buy	2,375 +400	+20%	+$25.5K	0.12%	95
2015 Q2	$137K	Buy	+1,975	New	+$144K	0.13%	92

Other funds holding HY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Independent Order of Foresters's HY Position: Q2 2019 in Review

Independent Order of Foresters sold out of Hyster-Yale Materials Handling (HY) in Q2 2019, closing a stake of 455 shares — an estimated $28K sold.

Independent Order of Foresters first reported a position in HY in Q2 2015 and held it in 16 quarters. The position peaked at $212K in Q3 2017. 121 funds tracked by Wall St. Rank hold HY as of Q2 2019.

Independent Order of Foresters reported no remaining Hyster-Yale Materials Handling position as of Q2 2019 after selling out during the quarter.
Independent Order of Foresters sold 455 Hyster-Yale Materials Handling shares in Q2 2019, an estimated $28K.
Independent Order of Foresters first reported a position in Hyster-Yale Materials Handling in Q2 2015 and held it in 16 quarters.
Independent Order of Foresters's Hyster-Yale Materials Handling position peaked at $212K in Q3 2017.
121 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2019.

Based on Independent Order of Foresters's 13F filing for Q2 2019, filed 14 Aug 2019.