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

Levin Capital Strategies’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
2020 Q1	–	Sell	-6,500	Closed	-$383K	–	200
2019 Q4	$383K	Sell	6,500 -2,900	-31%	-$161K	0.04%	129
2019 Q3	$514K	Buy	9,400 +4,400	+88%	+$244K	0.06%	111
2019 Q2	$276K	Sell	5,000 -3,500	-41%	-$195K	0.03%	152
2019 Q1	$530K	Buy	+8,500	New	+$576K	0.06%	111
2018 Q4	–	Sell	-4,500	Closed	-$277K	–	275
2018 Q3	$277K	Buy	+4,500	New	+$284K	﹤0.01%	222

Other funds holding HY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Levin Capital Strategies's HY Position: Q1 2020 in Review

Levin Capital Strategies sold out of Hyster-Yale Materials Handling (HY) in Q1 2020, closing a stake of 6,500 shares — an estimated $383K sold.

Levin Capital Strategies first reported a position in HY in Q3 2018 and held it in 5 quarters. The position peaked at $530K in Q1 2019. 108 funds tracked by Wall St. Rank hold HY as of Q1 2020.

Levin Capital Strategies reported no remaining Hyster-Yale Materials Handling position as of Q1 2020 after selling out during the quarter.
Levin Capital Strategies sold 6,500 Hyster-Yale Materials Handling shares in Q1 2020, an estimated $383K.
Levin Capital Strategies first reported a position in Hyster-Yale Materials Handling in Q3 2018 and held it in 5 quarters.
Levin Capital Strategies's Hyster-Yale Materials Handling position peaked at $530K in Q1 2019.
108 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2020.

Based on Levin Capital Strategies's 13F filing for Q1 2020, filed 13 May 2020.