Schroder Investment Management Group’s Hyster-Yale Materials Handling HY Stock Holding History

Schroder Investment Management Group’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 Q4	–	Sell	-9,800	Closed	-$702K	–	1398
2014 Q3	$702K	Hold	9,800	–	–	﹤0.01%	1067
2014 Q2	$868K	Buy	9,800 +1,800	+23%	+$163K	﹤0.01%	998
2014 Q1	$780K	Sell	8,000 -1,400	-15%	-$132K	﹤0.01%	1004
2013 Q4	$876K	Sell	9,400 -860	-8%	-$74.9K	﹤0.01%	1043
2013 Q3	$920K	Sell	10,260 -43,858	-81%	-$3.36M	﹤0.01%	1029
2013 Q2	$3.4M	Buy	+54,118	New	+$3.18M	0.01%	818

Other funds holding HY

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Schroder Investment Management Group's HY Position: Q4 2014 in Review

Schroder Investment Management Group sold out of Hyster-Yale Materials Handling (HY) in Q4 2014, closing a stake of 9,800 shares — an estimated $702K sold.

Schroder Investment Management Group first reported a position in HY in Q2 2013 and held it in 6 quarters. The position peaked at $3.4M in Q2 2013. 159 funds tracked by Wall St. Rank hold HY as of Q4 2014.

Schroder Investment Management Group reported no remaining Hyster-Yale Materials Handling position as of Q4 2014 after selling out during the quarter.
Schroder Investment Management Group sold 9,800 Hyster-Yale Materials Handling shares in Q4 2014, an estimated $702K.
Schroder Investment Management Group first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 6 quarters.
Schroder Investment Management Group's Hyster-Yale Materials Handling position peaked at $3.4M in Q2 2013.
159 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2014.

Based on Schroder Investment Management Group's 13F filing for Q4 2014, filed 17 Feb 2015.