Kennedy Capital Management
HY icon

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

Kennedy 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
2017
Q2 		– Sell
-49,411
Closed -$2.79M – 725
2017
Q1 		$2.79M Sell
49,411
-569
-1% -$34.5K 0.05% 549
2016
Q4 		$3.19M Buy
+49,980
New +$3.08M 0.06% 518

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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
Royce & Associates
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kennedy Capital Management's HY Position: Q2 2017 in Review

Kennedy Capital Management sold out of Hyster-Yale Materials Handling (HY) in Q2 2017, closing a stake of 49,411 shares — an estimated $2.79M sold.

Kennedy Capital Management first reported a position in HY in Q4 2016 and held it in 2 quarters. The position peaked at $3.19M in Q4 2016. 138 funds tracked by Wall St. Rank hold HY as of Q2 2017.

  • Kennedy Capital Management reported no remaining Hyster-Yale Materials Handling position as of Q2 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 49,411 Hyster-Yale Materials Handling shares in Q2 2017, an estimated $2.79M.
  • Kennedy Capital Management first reported a position in Hyster-Yale Materials Handling in Q4 2016 and held it in 2 quarters.
  • Kennedy Capital Management's Hyster-Yale Materials Handling position peaked at $3.19M in Q4 2016.
  • 138 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2017.

Based on Kennedy Capital Management's 13F filing for Q2 2017, filed 10 Aug 2017.