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Orion Portfolio Solutions’s Hyster-Yale Materials Handling HY Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-100
Closed -$4K – 1153
2020
Q2 		$4K Hold
100
– – ﹤0.01% 1552
2020
Q1 		$4K Hold
100
– – ﹤0.01% 1370
2019
Q4 		$6K Buy
+100
New +$5.56K ﹤0.01% 1190

Other funds holding HY

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Orion Portfolio Solutions's HY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Hyster-Yale Materials Handling (HY) in Q3 2020, closing a stake of 100 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in HY in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 108 funds tracked by Wall St. Rank hold HY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Hyster-Yale Materials Handling position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 100 Hyster-Yale Materials Handling shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Hyster-Yale Materials Handling in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Hyster-Yale Materials Handling position peaked at $6K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.