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

Signature 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
2018
Q4 		– Sell
-3,705
Closed -$228K – 147
2018
Q3 		$228K Sell
3,705
-190
-5% -$12K 0.04% 143
2018
Q2 		$250K Hold
3,895
– – 0.05% 141
2018
Q1 		$272K Buy
+3,895
New +$308K 0.06% 129

Other funds holding HY

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Signature Financial Management's HY Position: Q4 2018 in Review

Signature Financial Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2018, closing a stake of 3,705 shares — an estimated $228K sold.

Signature Financial Management first reported a position in HY in Q1 2018 and held it in 3 quarters. The position peaked at $272K in Q1 2018. 131 funds tracked by Wall St. Rank hold HY as of Q4 2018.

  • Signature Financial Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2018 after selling out during the quarter.
  • Signature Financial Management sold 3,705 Hyster-Yale Materials Handling shares in Q4 2018, an estimated $228K.
  • Signature Financial Management first reported a position in Hyster-Yale Materials Handling in Q1 2018 and held it in 3 quarters.
  • Signature Financial Management's Hyster-Yale Materials Handling position peaked at $272K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.