LFA
HY icon

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

Legacy Financial 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
Q2 		– Sell
-100
Closed -$6K – 464
2019
Q1 		$6K Buy
+100
New +$6.77K ﹤0.01% 728

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Legacy Financial Advisors's HY Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Hyster-Yale Materials Handling (HY) in Q2 2019, closing a stake of 100 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in HY in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 121 funds tracked by Wall St. Rank hold HY as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Hyster-Yale Materials Handling position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 100 Hyster-Yale Materials Handling shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Hyster-Yale Materials Handling in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Hyster-Yale Materials Handling position peaked at $6K in Q1 2019.
  • 121 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.