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QS Batterymarch Financial Management’s Hyster-Yale Materials Handling HY Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$5.44M Sell
75,968
-7,300
-9% -$581K 0.14% 216
2014
Q2 		$7.37M Sell
83,268
-17,600
-17% -$1.6M 0.19% 165
2014
Q1 		$9.84M Sell
100,868
-300
-0.3% -$28.2K 0.2% 134
2013
Q4 		$9.43M Sell
101,168
-2,740
-3% -$239K 0.2% 146
2013
Q3 		$9.32M Sell
103,908
-200
-0.2% -$15.3K 0.2% 157
2013
Q2 		$6.54M Buy
+104,108
New +$6.12M 0.13% 231

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
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
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
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

QS Batterymarch Financial Management's HY Position: Q3 2014 in Review

QS Batterymarch Financial Management reduced its Hyster-Yale Materials Handling (HY) stake by 8.8% in Q3 2014, selling an estimated $581K and leaving 75,968 shares worth $5.44M. The position accounts for 0.14% of the portfolio, ranked #216.

QS Batterymarch Financial Management first reported a position in HY in Q2 2013 and has held it in 6 quarters since. The position peaked at $9.84M in Q1 2014. 160 funds tracked by Wall St. Rank hold HY as of Q3 2014.

  • QS Batterymarch Financial Management held 75,968 shares of Hyster-Yale Materials Handling worth $5.44M as of Q3 2014.
  • QS Batterymarch Financial Management sold 7,300 Hyster-Yale Materials Handling shares in Q3 2014, an estimated $581K.
  • Hyster-Yale Materials Handling made up 0.14% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #216 holding.
  • QS Batterymarch Financial Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 6 quarters since.
  • QS Batterymarch Financial Management's Hyster-Yale Materials Handling position peaked at $9.84M in Q1 2014.
  • 160 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.