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Oberweis Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Oberweis Asset 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
2019
Q1 		– Sell
-7,700
Closed -$477K – 212
2018
Q4 		$477K Buy
+7,700
New +$480K 0.11% 140
2018
Q3 		– Sell
-5,600
Closed -$360K – 217
2018
Q2 		$360K Sell
5,600
-560
-9% -$38.9K 0.09% 183
2018
Q1 		$431K Buy
6,160
+700
+13% +$55.4K 0.11% 178
2017
Q4 		$465K Buy
5,460
+2,427
+80% +$200K 0.11% 172
2017
Q3 		$232K Sell
3,033
-30,874
-91% -$2.17M 0.06% 148
2017
Q2 		$2.38M Buy
+33,907
New +$2.31M 0.65% 43

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return