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Obermeyer Wealth Partners’s Hyster-Yale Materials Handling HY Stock Holding History

Obermeyer Wealth Partners’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
2020
Q1 		– Sell
-4,724
Closed -$279K – 132
2019
Q4 		$279K Hold
4,724
– – 0.02% 107
2019
Q3 		$259K Buy
+4,724
New +$262K 0.02% 108

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Obermeyer Wealth Partners's HY Position: Q1 2020 in Review

Obermeyer Wealth Partners sold out of Hyster-Yale Materials Handling (HY) in Q1 2020, closing a stake of 4,724 shares — an estimated $279K sold.

Obermeyer Wealth Partners first reported a position in HY in Q3 2019 and held it in 2 quarters. The position peaked at $279K in Q4 2019. 108 funds tracked by Wall St. Rank hold HY as of Q1 2020.

  • Obermeyer Wealth Partners reported no remaining Hyster-Yale Materials Handling position as of Q1 2020 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 4,724 Hyster-Yale Materials Handling shares in Q1 2020, an estimated $279K.
  • Obermeyer Wealth Partners first reported a position in Hyster-Yale Materials Handling in Q3 2019 and held it in 2 quarters.
  • Obermeyer Wealth Partners's Hyster-Yale Materials Handling position peaked at $279K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2020.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2020, filed 30 Apr 2020.