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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Oberweis Asset Management's HY Position: Q1 2019 in Review

Oberweis Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2019, closing a stake of 7,700 shares — an estimated $477K sold.

Oberweis Asset Management first reported a position in HY in Q2 2017 and held it in 6 quarters. The position peaked at $2.38M in Q2 2017. 129 funds tracked by Wall St. Rank hold HY as of Q1 2019.

Oberweis Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2019 after selling out during the quarter.
Oberweis Asset Management sold 7,700 Hyster-Yale Materials Handling shares in Q1 2019, an estimated $477K.
Oberweis Asset Management first reported a position in Hyster-Yale Materials Handling in Q2 2017 and held it in 6 quarters.
Oberweis Asset Management's Hyster-Yale Materials Handling position peaked at $2.38M in Q2 2017.
129 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2019.

Based on Oberweis Asset Management's 13F filing for Q1 2019, filed 15 May 2019.