PP
HY icon

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

Paloma 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
2015
Q3 		– Sell
-3,700
Closed -$256K – 1749
2015
Q2 		$256K Buy
+3,700
New +$269K ﹤0.01% 1419

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Paloma Partners's HY Position: Q3 2015 in Review

Paloma Partners sold out of Hyster-Yale Materials Handling (HY) in Q3 2015, closing a stake of 3,700 shares — an estimated $256K sold.

Paloma Partners first reported a position in HY in Q2 2015 and held it in 1 quarter. The position peaked at $256K in Q2 2015. 142 funds tracked by Wall St. Rank hold HY as of Q3 2015.

  • Paloma Partners reported no remaining Hyster-Yale Materials Handling position as of Q3 2015 after selling out during the quarter.
  • Paloma Partners sold 3,700 Hyster-Yale Materials Handling shares in Q3 2015, an estimated $256K.
  • Paloma Partners first reported a position in Hyster-Yale Materials Handling in Q2 2015 and held it in 1 quarter.
  • Paloma Partners's Hyster-Yale Materials Handling position peaked at $256K in Q2 2015.
  • 142 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2015.

Based on Paloma Partners's 13F filing for Q3 2015, filed 16 Nov 2015.