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Symphony Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Symphony Asset 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
2013
Q4 		– Sell
-6,222
Closed -$558K – 474
2013
Q3 		$558K Sell
6,222
-7,903
-56% -$605K 0.06% 289
2013
Q2 		$887K Buy
+14,125
New +$830K 0.09% 217

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Symphony Asset Management's HY Position: Q4 2013 in Review

Symphony Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2013, closing a stake of 6,222 shares — an estimated $558K sold.

Symphony Asset Management first reported a position in HY in Q2 2013 and held it in 2 quarters. The position peaked at $887K in Q2 2013. 154 funds tracked by Wall St. Rank hold HY as of Q4 2013.

  • Symphony Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2013 after selling out during the quarter.
  • Symphony Asset Management sold 6,222 Hyster-Yale Materials Handling shares in Q4 2013, an estimated $558K.
  • Symphony Asset Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 2 quarters.
  • Symphony Asset Management's Hyster-Yale Materials Handling position peaked at $887K in Q2 2013.
  • 154 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2013.

Based on Symphony Asset Management's 13F filing for Q4 2013, filed 11 Feb 2014.