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Joel Greenblatt’s Hyster-Yale Materials Handling HY Stock Holding History

Joel Greenblatt’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
2017
Q4 		– Sell
-6,740
Closed -$515K – 988
2017
Q3 		$515K Buy
+6,740
New +$473K 0.01% 697
2016
Q2 		– Sell
-3,480
Closed -$232K – 1006
2016
Q1 		$232K Buy
+3,480
New +$197K ﹤0.01% 890
2015
Q3 		– Sell
-66,783
Closed -$4.63M – 969
2015
Q2 		$4.63M Sell
66,783
-77,103
-54% -$5.61M 0.04% 463
2015
Q1 		$10.5M Buy
143,886
+55,159
+62% +$3.73M 0.08% 334
2014
Q4 		$6.5M Buy
+88,727
New +$6.61M 0.05% 388
2014
Q3 		– Sell
-76,735
Closed -$6.79M – 1024
2014
Q2 		$6.79M Buy
76,735
+27,153
+55% +$2.46M 0.09% 335
2014
Q1 		$4.83M Sell
49,582
-14,149
-22% -$1.33M 0.07% 363
2013
Q4 		$5.94M Buy
63,731
+57,203
+876% +$4.98M 0.14% 245
2013
Q3 		$585K Buy
6,528
+162
+3% +$12.4K 0.02% 665
2013
Q2 		$400K Buy
+6,366
New +$374K 0.02% 699

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Greenblatt's HY Position: Q4 2017 in Review

Joel Greenblatt sold out of Hyster-Yale Materials Handling (HY) in Q4 2017, closing a stake of 6,740 shares — an estimated $515K sold.

Joel Greenblatt first reported a position in HY in Q2 2013 and held it in 10 quarters. The position peaked at $10.5M in Q1 2015. 150 funds tracked by Wall St. Rank hold HY as of Q4 2017.

  • Joel Greenblatt reported no remaining Hyster-Yale Materials Handling position as of Q4 2017 after selling out during the quarter.
  • Joel Greenblatt sold 6,740 Hyster-Yale Materials Handling shares in Q4 2017, an estimated $515K.
  • Joel Greenblatt first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 10 quarters.
  • Joel Greenblatt's Hyster-Yale Materials Handling position peaked at $10.5M in Q1 2015.
  • 150 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2017.

Based on Gotham Asset Management's 13F filing for Q4 2017, filed 14 Feb 2018.