Numeric Investors’s Hyster-Yale Materials Handling HY Stock Holding History

Numeric Investors’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	$6.21M	Buy	72,918 +31,937	+78%	+$2.63M	0.05%	377
2017 Q3	$3.13M	Buy	+40,981	New	+$2.88M	0.02%	500
2014 Q3	–	Sell	-208,317	Closed	-$18.4M	–	880
2014 Q2	$18.4M	Buy	208,317 +44,912	+27%	+$4.07M	0.28%	99
2014 Q1	$15.9M	Buy	163,405 +17,056	+12%	+$1.6M	0.27%	91
2013 Q4	$13.6M	Sell	146,349 -35,464	-20%	-$3.09M	0.23%	96
2013 Q3	$16.3M	Sell	181,813 -41,724	-19%	-$3.2M	0.3%	79
2013 Q2	$14M	Buy	+223,537	New	+$13.1M	0.28%	81

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Numeric Investors's HY Position: Q4 2017 in Review

Numeric Investors increased its Hyster-Yale Materials Handling (HY) stake by 78% in Q4 2017, buying an estimated $2.63M and bringing the position to 72,918 shares worth $6.21M. The position accounts for 0.05% of the portfolio, ranked #377.

Numeric Investors first reported a position in HY in Q2 2013 and has held it in 7 quarters since. The position peaked at $18.4M in Q2 2014. 150 funds tracked by Wall St. Rank hold HY as of Q4 2017.

Numeric Investors held 72,918 shares of Hyster-Yale Materials Handling worth $6.21M as of Q4 2017.
Numeric Investors bought 31,937 Hyster-Yale Materials Handling shares in Q4 2017, an estimated $2.63M.
Hyster-Yale Materials Handling made up 0.05% of Numeric Investors's portfolio in Q4 2017, its #377 holding.
Numeric Investors first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 7 quarters since.
Numeric Investors's Hyster-Yale Materials Handling position peaked at $18.4M in Q2 2014.
150 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.