NCCM
HY icon

Nine Chapters Capital Management’s Hyster-Yale Materials Handling HY Stock Holding History

Nine Chapters Capital 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
2017
Q2 		– Sell
-7,000
Closed -$395K – 110
2017
Q1 		$395K Buy
+7,000
New +$424K 0.53% 68
2015
Q4 		– Sell
-21,800
Closed -$1.26M – 257
2015
Q3 		$1.26M Sell
21,800
-2,200
-9% -$140K 0.11% 266
2015
Q2 		$1.66M Sell
24,000
-3,300
-12% -$240K 0.14% 205
2015
Q1 		$2M Buy
+27,300
New +$1.85M 0.17% 167

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.24B AUM 31.81% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return