Jacobi Capital Management’s Hyster-Yale Materials Handling HY Stock Holding History

Jacobi Capital 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
2021 Q1	–	Sell	-300	Closed	-$18K	–	1398
2020 Q4	$18K	Hold	300	–	–	﹤0.01%	741
2020 Q3	$11K	Hold	300	–	–	﹤0.01%	788
2020 Q2	$12K	Hold	300	–	–	﹤0.01%	746
2020 Q1	$12K	Hold	300	–	–	﹤0.01%	678
2019 Q4	$18K	Hold	300	–	–	﹤0.01%	649
2019 Q3	$16K	Hold	300	–	–	﹤0.01%	658
2019 Q2	$17K	Hold	300	–	–	﹤0.01%	654
2019 Q1	$19K	Hold	300	–	–	﹤0.01%	581
2018 Q4	$19K	Buy	+300	New	+$18.7K	0.01%	542

Other funds holding HY

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments

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

Fuller & Thaler Asset Management

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return