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Ladenburg Thalmann Financial Services’s Hyster-Yale Materials Handling HY Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$59K Hold
1,000
– – ﹤0.01% 3400
2019
Q3 		$55K Hold
1,000
– – ﹤0.01% 3373
2019
Q2 		$55K Hold
1,000
– – ﹤0.01% 3390
2019
Q1 		$62K Hold
1,000
– – ﹤0.01% 3256
2018
Q4 		$62K Hold
1,000
– – ﹤0.01% 3113
2018
Q3 		$62K Sell
1,000
-202
-17% -$12.8K ﹤0.01% 3169
2018
Q2 		$84K Hold
1,202
– – ﹤0.01% 2863
2018
Q1 		$84K Sell
1,202
-15
-1% -$1.19K ﹤0.01% 2863
2017
Q4 		$104K Sell
1,217
-3
-0.2% -$247 ﹤0.01% 2691
2017
Q3 		$93K Buy
1,220
+37
+3% +$2.6K ﹤0.01% 2653
2017
Q2 		$83K Buy
1,183
+85
+8% +$5.79K ﹤0.01% 2632
2017
Q1 		$62K Buy
1,098
+25
+2% +$1.51K ﹤0.01% 2748
2016
Q4 		$68K Sell
1,073
-202
-16% -$12.4K ﹤0.01% 2612
2016
Q3 		$77K Sell
1,275
-59
-4% -$3.34K ﹤0.01% 2435
2016
Q2 		$79K Sell
1,334
-32
-2% -$2.01K ﹤0.01% 2326
2016
Q1 		$91K Sell
1,366
-22
-2% -$1.25K ﹤0.01% 2134
2015
Q4 		$73K Sell
1,388
-399
-22% -$22.9K ﹤0.01% 2296
2015
Q3 		$103K Sell
1,787
-1,235
-41% -$78.8K ﹤0.01% 1963
2015
Q2 		$209K Buy
3,022
+85
+3% +$6.18K ﹤0.01% 1576
2015
Q1 		$216K Buy
2,937
+307
+12% +$20.8K ﹤0.01% 1521
2014
Q4 		$193K Buy
2,630
+193
+8% +$14.4K ﹤0.01% 1449
2014
Q3 		$175K Buy
2,437
+147
+6% +$11.7K ﹤0.01% 1282
2014
Q2 		$203K Hold
2,290
– – 0.01% 1193
2014
Q1 		$223K Buy
2,290
+240
+12% +$22.6K 0.01% 1073
2013
Q4 		$191K Hold
2,050
– – 0.01% 1104
2013
Q3 		$184K Buy
2,050
+399
+24% +$30.6K 0.01% 1045
2013
Q2 		$104K Buy
+1,651
New +$97K ﹤0.01% 1282

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Hyster-Yale Materials Handling (HY) position steady in Q4 2019 at 1,000 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

Ladenburg Thalmann Financial Services first reported a position in HY in Q2 2013 and has held it in 27 quarters since. The position peaked at $223K in Q1 2014. 118 funds tracked by Wall St. Rank hold HY as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,000 shares of Hyster-Yale Materials Handling worth $59K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Hyster-Yale Materials Handling share count unchanged in Q4 2019.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3400 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Hyster-Yale Materials Handling position peaked at $223K in Q1 2014.
  • 118 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.