Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SIM
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
Shares
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
QI
QV Investors
Calgary, Alberta, Canada
$1.24B AUM
31.81%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close