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

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

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Jacobi Capital Management's HY Position: Q1 2021 in Review

Jacobi Capital Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2021, closing a stake of 300 shares — an estimated $18K sold.

Jacobi Capital Management first reported a position in HY in Q4 2018 and held it in 9 quarters. The position peaked at $19K in Q1 2019. 131 funds tracked by Wall St. Rank hold HY as of Q1 2021.

Jacobi Capital Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2021 after selling out during the quarter.
Jacobi Capital Management sold 300 Hyster-Yale Materials Handling shares in Q1 2021, an estimated $18K.
Jacobi Capital Management first reported a position in Hyster-Yale Materials Handling in Q4 2018 and held it in 9 quarters.
Jacobi Capital Management's Hyster-Yale Materials Handling position peaked at $19K in Q1 2019.
131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2021.

Based on Jacobi Capital Management's 13F filing for Q1 2021, filed 11 May 2021.