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Stanley-Laman Group’s Hyster-Yale Materials Handling HY Stock Holding History

Stanley-Laman 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
2018
Q4 		– Sell
-11,549
Closed -$711K – 272
2018
Q3 		$711K Buy
11,549
+460
+4% +$29.1K 0.17% 168
2018
Q2 		$712K Buy
11,089
+1,486
+15% +$103K 0.16% 185
2018
Q1 		$672K Buy
+9,603
New +$760K 0.15% 193

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 $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $1.24B AUM 31.81% 1-Year Est. Return

Stanley-Laman Group's HY Position: Q4 2018 in Review

Stanley-Laman Group sold out of Hyster-Yale Materials Handling (HY) in Q4 2018, closing a stake of 11,549 shares — an estimated $711K sold.

Stanley-Laman Group first reported a position in HY in Q1 2018 and held it in 3 quarters. The position peaked at $712K in Q2 2018. 131 funds tracked by Wall St. Rank hold HY as of Q4 2018.

  • Stanley-Laman Group reported no remaining Hyster-Yale Materials Handling position as of Q4 2018 after selling out during the quarter.
  • Stanley-Laman Group sold 11,549 Hyster-Yale Materials Handling shares in Q4 2018, an estimated $711K.
  • Stanley-Laman Group first reported a position in Hyster-Yale Materials Handling in Q1 2018 and held it in 3 quarters.
  • Stanley-Laman Group's Hyster-Yale Materials Handling position peaked at $712K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2018.

Based on Stanley-Laman Group's 13F filing for Q4 2018, filed 7 Feb 2019.