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Lehman Financial Resources’s Hyster-Yale Materials Handling HY Stock Holding History

Lehman Financial Resources’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
2013
Q3 		– Sell
-800
Closed -$50K – 384
2013
Q2 		$50K Buy
+800
New +$47K 0.03% 100

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Lehman Financial Resources's HY Position: Q3 2013 in Review

Lehman Financial Resources sold out of Hyster-Yale Materials Handling (HY) in Q3 2013, closing a stake of 800 shares — an estimated $50K sold.

Lehman Financial Resources first reported a position in HY in Q2 2013 and held it in 1 quarter. The position peaked at $50K in Q2 2013. 150 funds tracked by Wall St. Rank hold HY as of Q3 2013.

  • Lehman Financial Resources reported no remaining Hyster-Yale Materials Handling position as of Q3 2013 after selling out during the quarter.
  • Lehman Financial Resources sold 800 Hyster-Yale Materials Handling shares in Q3 2013, an estimated $50K.
  • Lehman Financial Resources first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 1 quarter.
  • Lehman Financial Resources's Hyster-Yale Materials Handling position peaked at $50K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2013.

Based on Lehman Financial Resources's 13F filing for Q3 2013, filed 18 Dec 2013.