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

Kinloch Capital’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	-1	Closed	–	–	115
2020 Q4	$0	Buy	+1	New	+$50	﹤0.01%	222

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

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

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

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

RCMNY

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

Kinloch Capital's HY Position: Q1 2021 in Review

Kinloch Capital sold out of Hyster-Yale Materials Handling (HY) in Q1 2021, closing a stake of 1 share.

Kinloch Capital first reported a position in HY in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 131 funds tracked by Wall St. Rank hold HY as of Q1 2021.

Kinloch Capital reported no remaining Hyster-Yale Materials Handling position as of Q1 2021 after selling out during the quarter.
Kinloch Capital sold 1 Hyster-Yale Materials Handling share in Q1 2021.
Kinloch Capital first reported a position in Hyster-Yale Materials Handling in Q4 2020 and held it in 1 quarter.
Kinloch Capital's Hyster-Yale Materials Handling position peaked at $0 in Q4 2020.
131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2021.

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