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JOYN Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-101
Closed -$6K – 687
2018
Q4 		$6K Sell
101
-242
-71% -$15.1K ﹤0.01% 1180
2018
Q3 		$21K Sell
343
-168
-33% -$10.6K ﹤0.01% 668
2018
Q2 		$33K Sell
511
-526
-51% -$36.5K 0.01% 517
2018
Q1 		$73K Buy
+1,037
New +$82K 0.02% 360

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

JOYN Advisors's HY Position: Q1 2019 in Review

JOYN Advisors sold out of Hyster-Yale Materials Handling (HY) in Q1 2019, closing a stake of 101 shares — an estimated $6K sold.

JOYN Advisors first reported a position in HY in Q1 2018 and held it in 4 quarters. The position peaked at $73K in Q1 2018. 129 funds tracked by Wall St. Rank hold HY as of Q1 2019.

  • JOYN Advisors reported no remaining Hyster-Yale Materials Handling position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 101 Hyster-Yale Materials Handling shares in Q1 2019, an estimated $6K.
  • JOYN Advisors first reported a position in Hyster-Yale Materials Handling in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Hyster-Yale Materials Handling position peaked at $73K in Q1 2018.
  • 129 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.