PIP
HY icon

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

Perennial Investment 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
2013
Q4 		– Sell
-421
Closed -$38K – 81
2013
Q3 		$38K Buy
+421
New +$32.3K 0.01% 79

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perennial Investment Partners's HY Position: Q4 2013 in Review

Perennial Investment Partners sold out of Hyster-Yale Materials Handling (HY) in Q4 2013, closing a stake of 421 shares — an estimated $38K sold.

Perennial Investment Partners first reported a position in HY in Q3 2013 and held it in 1 quarter. The position peaked at $38K in Q3 2013. 154 funds tracked by Wall St. Rank hold HY as of Q4 2013.

  • Perennial Investment Partners reported no remaining Hyster-Yale Materials Handling position as of Q4 2013 after selling out during the quarter.
  • Perennial Investment Partners sold 421 Hyster-Yale Materials Handling shares in Q4 2013, an estimated $38K.
  • Perennial Investment Partners first reported a position in Hyster-Yale Materials Handling in Q3 2013 and held it in 1 quarter.
  • Perennial Investment Partners's Hyster-Yale Materials Handling position peaked at $38K in Q3 2013.
  • 154 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2013.

Based on Perennial Investment Partners's 13F filing for Q4 2013, filed 13 Feb 2014.