Systematic Financial Management’s Hyster-Yale Materials Handling HY Stock Holding History

Systematic Financial 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 Q4	–	Sell	-21,245	Closed	-$1.31M	–	663
2018 Q3	$1.31M	Buy	+21,245	New	+$1.34M	0.03%	461
2015 Q3	–	Sell	-35,361	Closed	-$2.45M	–	669
2015 Q2	$2.45M	Buy	35,361 +31	+0.1%	+$2.26K	0.02%	503
2015 Q1	$2.59M	Buy	+35,330	New	+$2.39M	0.02%	428
2014 Q2	–	Sell	-19,215	Closed	-$1.87M	–	703
2014 Q1	$1.87M	Buy	+19,215	New	+$1.81M	0.01%	524

Other funds holding HY

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Systematic Financial Management's HY Position: Q4 2018 in Review

Systematic Financial Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2018, closing a stake of 21,245 shares — an estimated $1.31M sold.

Systematic Financial Management first reported a position in HY in Q1 2014 and held it in 4 quarters. The position peaked at $2.59M in Q1 2015. 131 funds tracked by Wall St. Rank hold HY as of Q4 2018.

Systematic Financial Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2018 after selling out during the quarter.
Systematic Financial Management sold 21,245 Hyster-Yale Materials Handling shares in Q4 2018, an estimated $1.31M.
Systematic Financial Management first reported a position in Hyster-Yale Materials Handling in Q1 2014 and held it in 4 quarters.
Systematic Financial Management's Hyster-Yale Materials Handling position peaked at $2.59M in Q1 2015.
131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2018.

Based on Systematic Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.