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Marshall Wace North America’s Hyster-Yale Materials Handling HY Stock Holding History

Marshall Wace North America’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
2017
Q4 		– Sell
-20,923
Closed -$1.59M – 1465
2017
Q3 		$1.59M Buy
20,923
+3,816
+22% +$268K 0.01% 856
2017
Q2 		$1.2M Buy
+17,107
New +$1.17M 0.01% 890
2013
Q4 		$1.65M Buy
+17,735
New +$1.54M 0.04% 314

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace North America's HY Position: Q4 2017 in Review

Marshall Wace North America sold out of Hyster-Yale Materials Handling (HY) in Q4 2017, closing a stake of 20,923 shares — an estimated $1.59M sold.

Marshall Wace North America first reported a position in HY in Q4 2013 and held it in 3 quarters. The position peaked at $1.65M in Q4 2013. 150 funds tracked by Wall St. Rank hold HY as of Q4 2017.

  • Marshall Wace North America reported no remaining Hyster-Yale Materials Handling position as of Q4 2017 after selling out during the quarter.
  • Marshall Wace North America sold 20,923 Hyster-Yale Materials Handling shares in Q4 2017, an estimated $1.59M.
  • Marshall Wace North America first reported a position in Hyster-Yale Materials Handling in Q4 2013 and held it in 3 quarters.
  • Marshall Wace North America's Hyster-Yale Materials Handling position peaked at $1.65M in Q4 2013.
  • 150 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2017.

Based on Marshall Wace North America's 13F filing for Q4 2017, filed 14 Feb 2018.