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Pacific Global Investment Management’s Hyster-Yale Materials Handling HY Stock Holding History

Pacific Global Investment 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
2020
Q1 		– Sell
-4,031
Closed -$238K – 178
2019
Q4 		$238K Buy
4,031
+3
+0.1% +$167 0.05% 187
2019
Q3 		$220K Sell
4,028
-132
-3% -$7.33K 0.05% 190
2019
Q2 		$230K Buy
4,160
+5
+0.1% +$279 0.05% 197
2019
Q1 		$259K Buy
4,155
+3
+0.1% +$203 0.06% 194
2018
Q4 		$257K Sell
4,152
-67
-2% -$4.17K 0.06% 188
2018
Q3 		$260K Buy
4,219
+4
+0.1% +$253 0.05% 200
2018
Q2 		$271K Sell
4,215
-66
-2% -$4.58K 0.06% 199
2018
Q1 		$299K Sell
4,281
-64
-1% -$5.06K 0.07% 193
2017
Q4 		$370K Buy
4,345
+3
+0.1% +$247 0.08% 181
2017
Q3 		$332K Hold
4,342
– – 0.08% 187
2017
Q2 		$305K Sell
4,342
-7
-0.2% -$477 0.07% 192
2017
Q1 		$245K Buy
4,349
+4
+0.1% +$242 0.05% 202
2016
Q4 		$277K Sell
4,345
-302
-6% -$18.6K 0.06% 188
2016
Q3 		$279K Sell
4,647
-581
-11% -$32.9K 0.06% 187
2016
Q2 		$311K Sell
5,228
-335
-6% -$21K 0.07% 180
2016
Q1 		$370K Sell
5,563
-25
-0.4% -$1.42K 0.08% 163
2015
Q4 		$293K Buy
5,588
+5
+0.1% +$287 0.07% 180
2015
Q3 		$323K Sell
5,583
-207
-4% -$13.2K 0.07% 176
2015
Q2 		$401K Buy
5,790
+3
+0.1% +$218 0.08% 172
2015
Q1 		$424K Buy
5,787
+2
+0% +$135 0.08% 178
2014
Q4 		$423K Sell
5,785
-8
-0.1% -$596 0.07% 172
2014
Q3 		$415K Sell
5,793
-78
-1% -$6.21K 0.07% 171
2014
Q2 		$520K Buy
5,871
+2
+0% +$181 0.08% 166
2014
Q1 		$572K Sell
5,869
-228
-4% -$21.4K 0.09% 158
2013
Q4 		$568K Buy
6,097
+475
+8% +$41.4K 0.09% 150
2013
Q3 		$504K Hold
5,622
– – 0.1% 156
2013
Q2 		$353K Buy
+5,622
New +$330K 0.07% 166

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Pacific Global Investment Management's HY Position: Q1 2020 in Review

Pacific Global Investment Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2020, closing a stake of 4,031 shares — an estimated $238K sold.

Pacific Global Investment Management first reported a position in HY in Q2 2013 and held it in 27 quarters. The position peaked at $572K in Q1 2014. 108 funds tracked by Wall St. Rank hold HY as of Q1 2020.

  • Pacific Global Investment Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2020 after selling out during the quarter.
  • Pacific Global Investment Management sold 4,031 Hyster-Yale Materials Handling shares in Q1 2020, an estimated $238K.
  • Pacific Global Investment Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 27 quarters.
  • Pacific Global Investment Management's Hyster-Yale Materials Handling position peaked at $572K in Q1 2014.
  • 108 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2020.

Based on Pacific Global Investment Management's 13F filing for Q1 2020, filed 15 May 2020.