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

Spark Investment 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
Q2 		– Sell
-21,800
Closed -$1.52M – 688
2018
Q1 		$1.52M Sell
21,800
-27,300
-56% -$2.16M 0.1% 268
2017
Q4 		$4.18M Buy
49,100
+1,700
+4% +$140K 0.22% 139
2017
Q3 		$3.62M Buy
47,400
+17,800
+60% +$1.25M 0.19% 180
2017
Q2 		$2.08M Hold
29,600
– – 0.13% 244
2017
Q1 		$1.67M Sell
29,600
-6,000
-17% -$364K 0.11% 290
2016
Q4 		$2.27M Sell
35,600
-14,000
-28% -$862K 0.19% 175
2016
Q3 		$2.98M Hold
49,600
– – 0.24% 127
2016
Q2 		$2.95M Buy
49,600
+37,700
+317% +$2.37M 0.28% 112
2016
Q1 		$792K Buy
11,900
+7,800
+190% +$443K 0.08% 342
2015
Q4 		$215K Hold
4,100
– – 0.03% 567
2015
Q3 		$237K Sell
4,100
-16,800
-80% -$1.07M 0.03% 516
2015
Q2 		$1.45M Hold
20,900
– – 0.2% 167
2015
Q1 		$1.53M Buy
+20,900
New +$1.41M 0.21% 151
2014
Q4 		– Sell
-5,100
Closed -$365K – 741
2014
Q3 		$365K Sell
5,100
-21,400
-81% -$1.7M 0.05% 407
2014
Q2 		$2.35M Buy
26,500
+3,200
+14% +$290K 0.35% 85
2014
Q1 		$2.27M Buy
23,300
+3,300
+17% +$310K 0.35% 80
2013
Q4 		$1.86M Hold
20,000
– – 0.32% 85
2013
Q3 		$1.79M Sell
20,000
-18,559
-48% -$1.42M 0.41% 53
2013
Q2 		$2.42M Buy
+38,559
New +$2.27M 0.65% 29

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Spark Investment Management's HY Position: Q2 2018 in Review

Spark Investment Management sold out of Hyster-Yale Materials Handling (HY) in Q2 2018, closing a stake of 21,800 shares — an estimated $1.52M sold.

Spark Investment Management first reported a position in HY in Q2 2013 and held it in 19 quarters. The position peaked at $4.18M in Q4 2017. 142 funds tracked by Wall St. Rank hold HY as of Q2 2018.

  • Spark Investment Management reported no remaining Hyster-Yale Materials Handling position as of Q2 2018 after selling out during the quarter.
  • Spark Investment Management sold 21,800 Hyster-Yale Materials Handling shares in Q2 2018, an estimated $1.52M.
  • Spark Investment Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 19 quarters.
  • Spark Investment Management's Hyster-Yale Materials Handling position peaked at $4.18M in Q4 2017.
  • 142 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2018.

Based on Spark Investment Management's 13F filing for Q2 2018, filed 8 Aug 2018.