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

Lucus 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
2018 Q1	$221K	Buy	+3,156	New	+$250K	0.38%	92
2016 Q1	–	Sell	-7,793	Closed	-$409K	–	312
2015 Q4	$409K	Buy	7,793 +352	+5%	+$20.2K	0.25%	154
2015 Q3	$430K	Buy	7,441 +139	+2%	+$8.87K	0.24%	198
2015 Q2	$506K	Sell	7,302 -413	-5%	-$30.1K	0.24%	111
2015 Q1	$565K	Buy	7,715 +1,428	+23%	+$96.6K	0.29%	34
2014 Q4	$460K	Buy	+6,287	New	+$468K	0.21%	196

Other funds holding HY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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

Lucus Advisors's HY Position: Q1 2018 in Review

Lucus Advisors opened a new position in Hyster-Yale Materials Handling (HY) in Q1 2018: 3,156 shares worth $221K. The stake represents 0.38% of the portfolio and ranks #92 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in HY as recently as Q4 2015.

Lucus Advisors first reported a position in HY in Q4 2014 and has held it in 6 quarters since. The position peaked at $565K in Q1 2015. 152 funds tracked by Wall St. Rank hold HY as of Q1 2018.

Lucus Advisors held 3,156 shares of Hyster-Yale Materials Handling worth $221K as of Q1 2018.
Hyster-Yale Materials Handling was a new Lucus Advisors position in Q1 2018.
Hyster-Yale Materials Handling made up 0.38% of Lucus Advisors's portfolio in Q1 2018, its #92 holding.
Lucus Advisors first reported a position in Hyster-Yale Materials Handling in Q4 2014 and has held it in 6 quarters since.
Lucus Advisors's Hyster-Yale Materials Handling position peaked at $565K in Q1 2015.
152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.