MSL
HY icon

Mackay Shields LLC’s Hyster-Yale Materials Handling HY Stock Holding History

Mackay Shields LLC’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
Q4 		– Sell
-7,000
Closed -$260K – 1538
2020
Q3 		$260K Buy
+7,000
New +$276K ﹤0.01% 1296
2019
Q2 		– Sell
-18,526
Closed -$1.16M – 1454
2019
Q1 		$1.16M Buy
18,526
+2,800
+18% +$190K 0.01% 956
2018
Q4 		$974K Sell
15,726
-8,806
-36% -$549K 0.01% 945
2018
Q3 		$1.51M Sell
24,532
-17,700
-42% -$1.12M 0.01% 779
2018
Q2 		$2.71M Sell
42,232
-2,800
-6% -$194K 0.02% 674
2018
Q1 		$3.15M Buy
+45,032
New +$3.56M 0.02% 655

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Mackay Shields LLC's HY Position: Q4 2020 in Review

Mackay Shields LLC sold out of Hyster-Yale Materials Handling (HY) in Q4 2020, closing a stake of 7,000 shares — an estimated $260K sold.

Mackay Shields LLC first reported a position in HY in Q1 2018 and held it in 6 quarters. The position peaked at $3.15M in Q1 2018. 120 funds tracked by Wall St. Rank hold HY as of Q4 2020.

  • Mackay Shields LLC reported no remaining Hyster-Yale Materials Handling position as of Q4 2020 after selling out during the quarter.
  • Mackay Shields LLC sold 7,000 Hyster-Yale Materials Handling shares in Q4 2020, an estimated $260K.
  • Mackay Shields LLC first reported a position in Hyster-Yale Materials Handling in Q1 2018 and held it in 6 quarters.
  • Mackay Shields LLC's Hyster-Yale Materials Handling position peaked at $3.15M in Q1 2018.
  • 120 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2020.

Based on Mackay Shields LLC's 13F filing for Q4 2020, filed 16 Feb 2021.