Loomis, Sayles & Company’s Hyster-Yale Materials Handling HY Stock Holding History

Loomis, Sayles & Company’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	-292	Closed	-$18K	–	651
2019 Q1	$18K	Hold	292	–	–	﹤0.01%	667
2018 Q4	$18K	Sell	292 -95	-25%	-$5.92K	﹤0.01%	725
2018 Q3	$24K	Buy	387 +47	+14%	+$2.97K	﹤0.01%	720
2018 Q2	$22K	Buy	+340	New	+$23.6K	﹤0.01%	765
2016 Q2	–	Sell	-20	Closed	-$1K	–	1057
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	1014
2015 Q4	$1K	Hold	20	–	–	﹤0.01%	1018
2015 Q3	$1K	Buy	+20	New	+$1.28K	﹤0.01%	1007

Other funds holding HY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Loomis, Sayles & Company's HY Position: Q2 2019 in Review

Loomis, Sayles & Company sold out of Hyster-Yale Materials Handling (HY) in Q2 2019, closing a stake of 292 shares — an estimated $18K sold.

Loomis, Sayles & Company first reported a position in HY in Q3 2015 and held it in 7 quarters. The position peaked at $24K in Q3 2018. 121 funds tracked by Wall St. Rank hold HY as of Q2 2019.

Loomis, Sayles & Company reported no remaining Hyster-Yale Materials Handling position as of Q2 2019 after selling out during the quarter.
Loomis, Sayles & Company sold 292 Hyster-Yale Materials Handling shares in Q2 2019, an estimated $18K.
Loomis, Sayles & Company first reported a position in Hyster-Yale Materials Handling in Q3 2015 and held it in 7 quarters.
Loomis, Sayles & Company's Hyster-Yale Materials Handling position peaked at $24K in Q3 2018.
121 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2019.

Based on Loomis, Sayles & Company's 13F filing for Q2 2019, filed 14 Aug 2019.