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

QV 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
2019
Q2 		– Sell
-51,917
Closed -$3.24M – 60
2019
Q1 		$3.24M Sell
51,917
-158,140
-75% -$10.7M 0.09% 40
2018
Q4 		$13M Sell
210,057
-67,387
-24% -$4.2M 0.4% 34
2018
Q3 		$17.1M Sell
277,444
-9,353
-3% -$591K 0.42% 38
2018
Q2 		$18.4M Sell
286,797
-46,820
-14% -$3.25M 0.42% 39
2018
Q1 		$23.3M Buy
333,617
+3,000
+0.9% +$237K 0.52% 35
2017
Q4 		$28.2M Sell
330,617
-3,970
-1% -$327K 0.58% 33
2017
Q3 		$25.6M Sell
334,587
-25,745
-7% -$1.81M 0.55% 31
2017
Q2 		$25.3M Sell
360,332
-10,080
-3% -$687K 0.59% 31
2017
Q1 		$20.9M Sell
370,412
-2,649
-0.7% -$161K 2.15% 21
2016
Q4 		$23.8M Buy
373,061
+936
+0.3% +$57.6K 2.66% 17
2016
Q3 		$22.4M Buy
372,125
+100,019
+37% +$5.67M 2.69% 19
2016
Q2 		$16.2M Buy
272,106
+11,045
+4% +$693K 2.06% 24
2016
Q1 		$17.4M Buy
261,061
+6,585
+3% +$374K 2.32% 22
2015
Q4 		$13.3M Buy
254,476
+21,950
+9% +$1.26M 1.79% 22
2015
Q3 		$13.4M Buy
232,526
+24,885
+12% +$1.59M 1.61% 22
2015
Q2 		$14.4M Buy
+207,641
New +$15.1M 1.59% 23

Other funds holding HY

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

QV Investors's HY Position: Q2 2019 in Review

QV Investors sold out of Hyster-Yale Materials Handling (HY) in Q2 2019, closing a stake of 51,917 shares — an estimated $3.24M sold.

QV Investors first reported a position in HY in Q2 2015 and held it in 16 quarters. The position peaked at $28.2M in Q4 2017. 121 funds tracked by Wall St. Rank hold HY as of Q2 2019.

  • QV Investors reported no remaining Hyster-Yale Materials Handling position as of Q2 2019 after selling out during the quarter.
  • QV Investors sold 51,917 Hyster-Yale Materials Handling shares in Q2 2019, an estimated $3.24M.
  • QV Investors first reported a position in Hyster-Yale Materials Handling in Q2 2015 and held it in 16 quarters.
  • QV Investors's Hyster-Yale Materials Handling position peaked at $28.2M in Q4 2017.
  • 121 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2019.

Based on QV Investors's 13F filing for Q2 2019, filed 19 Jul 2019.