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

Proficio Capital 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
2019 Q3	–	Sell	-20	Closed	-$1K	–	774
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	1742
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	1528
2018 Q4	$1K	Buy	20 +11	+122%	+$685	﹤0.01%	1107
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	1162
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	1195
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	1200
2017 Q4	$1K	Sell	9 -1	-10%	-$82	﹤0.01%	1185
2017 Q3	$1K	Buy	10 +1	+11%	+$70	﹤0.01%	1175
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	1177
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	1213
2016 Q4	$1K	Hold	9	–	–	﹤0.01%	1018
2016 Q3	$1K	Buy	+9	New	+$510	﹤0.01%	969

Other funds holding HY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Proficio Capital Partners's HY Position: Q3 2019 in Review

Proficio Capital Partners sold out of Hyster-Yale Materials Handling (HY) in Q3 2019, closing a stake of 20 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in HY in Q3 2016 and held it in 12 quarters. The position peaked at $1K in Q2 2019. 126 funds tracked by Wall St. Rank hold HY as of Q3 2019.

Proficio Capital Partners reported no remaining Hyster-Yale Materials Handling position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 20 Hyster-Yale Materials Handling shares in Q3 2019, an estimated $1K.
Proficio Capital Partners first reported a position in Hyster-Yale Materials Handling in Q3 2016 and held it in 12 quarters.
Proficio Capital Partners's Hyster-Yale Materials Handling position peaked at $1K in Q2 2019.
126 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.