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 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

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

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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nine Chapters Capital Management's HY Position: Q2 2017 in Review

Nine Chapters Capital Management sold out of Hyster-Yale Materials Handling (HY) in Q2 2017, closing a stake of 7,000 shares — an estimated $395K sold.

Nine Chapters Capital Management first reported a position in HY in Q1 2015 and held it in 4 quarters. The position peaked at $2M in Q1 2015. 138 funds tracked by Wall St. Rank hold HY as of Q2 2017.

Nine Chapters Capital Management reported no remaining Hyster-Yale Materials Handling position as of Q2 2017 after selling out during the quarter.
Nine Chapters Capital Management sold 7,000 Hyster-Yale Materials Handling shares in Q2 2017, an estimated $395K.
Nine Chapters Capital Management first reported a position in Hyster-Yale Materials Handling in Q1 2015 and held it in 4 quarters.
Nine Chapters Capital Management's Hyster-Yale Materials Handling position peaked at $2M in Q1 2015.
138 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2017.

Based on Nine Chapters Capital Management's 13F filing for Q2 2017, filed 31 Jul 2017.