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Meritage Portfolio Management’s Hyster-Yale Materials Handling HY Stock Holding History

Meritage Portfolio Management’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
2014
Q2 		– Sell
-43,802
Closed -$4.27M – 209
2014
Q1 		$4.27M Buy
43,802
+865
+2% +$81.3K 0.51% 96
2013
Q4 		$4M Buy
+42,937
New +$3.74M 0.5% 107

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meritage Portfolio Management's HY Position: Q2 2014 in Review

Meritage Portfolio Management sold out of Hyster-Yale Materials Handling (HY) in Q2 2014, closing a stake of 43,802 shares — an estimated $4.27M sold.

Meritage Portfolio Management first reported a position in HY in Q4 2013 and held it in 2 quarters. The position peaked at $4.27M in Q1 2014. 159 funds tracked by Wall St. Rank hold HY as of Q2 2014.

  • Meritage Portfolio Management reported no remaining Hyster-Yale Materials Handling position as of Q2 2014 after selling out during the quarter.
  • Meritage Portfolio Management sold 43,802 Hyster-Yale Materials Handling shares in Q2 2014, an estimated $4.27M.
  • Meritage Portfolio Management first reported a position in Hyster-Yale Materials Handling in Q4 2013 and held it in 2 quarters.
  • Meritage Portfolio Management's Hyster-Yale Materials Handling position peaked at $4.27M in Q1 2014.
  • 159 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2014.

Based on Meritage Portfolio Management's 13F filing for Q2 2014, filed 28 Jul 2014.