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

Strategic 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
2015 Q3	–	Sell	-7,876	Closed	-$545K	–	112
2015 Q2	$545K	Hold	7,876	–	–	0.36%	14
2015 Q1	$577K	Hold	7,876	–	–	0.23%	12
2014 Q4	$576K	Buy	7,876 +1,660	+27%	+$124K	0.17%	11
2014 Q3	$445K	Buy	6,216 +1,247	+25%	+$99.3K	0.14%	11
2014 Q2	$439K	Buy	4,969 +2,073	+72%	+$188K	0.11%	14
2014 Q1	$282K	Buy	2,896 +214	+8%	+$20.1K	0.04%	22
2013 Q4	$222K	Buy	+2,682	New	+$234K	0.06%	38

Other funds holding HY

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DIA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Strategic Investment Management's HY Position: Q3 2015 in Review

Strategic Investment Management sold out of Hyster-Yale Materials Handling (HY) in Q3 2015, closing a stake of 7,876 shares — an estimated $545K sold.

Strategic Investment Management first reported a position in HY in Q4 2013 and held it in 7 quarters. The position peaked at $577K in Q1 2015. 142 funds tracked by Wall St. Rank hold HY as of Q3 2015.

Strategic Investment Management reported no remaining Hyster-Yale Materials Handling position as of Q3 2015 after selling out during the quarter.
Strategic Investment Management sold 7,876 Hyster-Yale Materials Handling shares in Q3 2015, an estimated $545K.
Strategic Investment Management first reported a position in Hyster-Yale Materials Handling in Q4 2013 and held it in 7 quarters.
Strategic Investment Management's Hyster-Yale Materials Handling position peaked at $577K in Q1 2015.
142 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2015.

Based on Strategic Investment Management's 13F filing for Q3 2015, filed 13 Nov 2015.