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QS Investors’s Hyster-Yale Materials Handling HY Stock Holding History

QS Investors’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
2021
Q1 		– Sell
-11,379
Closed -$678K – 1217
2020
Q4 		$678K Hold
11,379
– – 0.01% 640
2020
Q3 		$423K Sell
11,379
-37,400
-77% -$1.47M 0.01% 778
2020
Q2 		$1.89M Hold
48,779
– – 0.03% 515
2020
Q1 		$1.96M Sell
48,779
-3,271
-6% -$165K 0.03% 419
2019
Q4 		$3.08M Sell
52,050
-700
-1% -$38.9K 0.03% 438
2019
Q3 		$2.89M Hold
52,750
– – 0.03% 431
2019
Q2 		$2.92M Buy
52,750
+47,600
+924% +$2.66M 0.03% 448
2019
Q1 		$322K Hold
5,150
– – ﹤0.01% 1105
2018
Q4 		$320K Buy
5,150
+5,000
+3,333% +$312K ﹤0.01% 1014
2018
Q3 		$9K Buy
150
+100
+200% +$6.32K ﹤0.01% 1554
2018
Q2 		$3K Buy
50
+4
+9% +$278 ﹤0.01% 1665
2018
Q1 		$3K Buy
46
+7
+18% +$554 ﹤0.01% 1651
2017
Q4 		$3K Buy
+39
New +$3.21K ﹤0.01% 1645
2016
Q4 		– Sell
-28,356
Closed -$1.71M – 1940
2016
Q3 		$1.71M Sell
28,356
-26,304
-48% -$1.49M 0.01% 680
2016
Q2 		$3.25M Hold
54,660
– – 0.03% 517
2016
Q1 		$3.64M Sell
54,660
-6,766
-11% -$384K 0.03% 490
2015
Q4 		$3.22M Sell
61,426
-2,500
-4% -$143K 0.03% 535
2015
Q3 		$3.7M Sell
63,926
-800
-1% -$51.1K 0.04% 464
2015
Q2 		$4.48M Sell
64,726
-340
-0.5% -$24.7K 0.06% 420
2015
Q1 		$4.77M Hold
65,066
– – 0.05% 396
2014
Q4 		$4.76M Buy
+65,066
New +$4.84M 0.05% 369

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

QS Investors's HY Position: Q1 2021 in Review

QS Investors sold out of Hyster-Yale Materials Handling (HY) in Q1 2021, closing a stake of 11,379 shares — an estimated $678K sold.

QS Investors first reported a position in HY in Q4 2014 and held it in 21 quarters. The position peaked at $4.77M in Q1 2015. 131 funds tracked by Wall St. Rank hold HY as of Q1 2021.

  • QS Investors reported no remaining Hyster-Yale Materials Handling position as of Q1 2021 after selling out during the quarter.
  • QS Investors sold 11,379 Hyster-Yale Materials Handling shares in Q1 2021, an estimated $678K.
  • QS Investors first reported a position in Hyster-Yale Materials Handling in Q4 2014 and held it in 21 quarters.
  • QS Investors's Hyster-Yale Materials Handling position peaked at $4.77M in Q1 2015.
  • 131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2021.

Based on QS Investors's 13F filing for Q1 2021, filed 13 May 2021.