TC
HY icon

TFS Capital’s Hyster-Yale Materials Handling HY Stock Holding History

TFS Capital’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
2017
Q3 		– Sell
-13,786
Closed -$968K – 167
2017
Q2 		$968K Buy
+13,786
New +$939K 0.38% 39
2015
Q3 		– Sell
-18,042
Closed -$1.25M – 964
2015
Q2 		$1.25M Buy
+18,042
New +$1.31M 0.12% 273
2015
Q1 		– Sell
-16,702
Closed -$1.22M – 1027
2014
Q4 		$1.22M Buy
16,702
+4,969
+42% +$370K 0.12% 268
2014
Q3 		$840K Buy
+11,733
New +$935K 0.07% 435
2014
Q1 		– Sell
-30,168
Closed -$2.81M – 1455
2013
Q4 		$2.81M Sell
30,168
-59,037
-66% -$5.14M 0.13% 220
2013
Q3 		$8M Buy
89,205
+58,709
+193% +$4.5M 0.36% 33
2013
Q2 		$1.92M Buy
+30,496
New +$1.79M 0.08% 356

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.24B AUM 31.81% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TFS Capital's HY Position: Q3 2017 in Review

TFS Capital sold out of Hyster-Yale Materials Handling (HY) in Q3 2017, closing a stake of 13,786 shares — an estimated $968K sold.

TFS Capital first reported a position in HY in Q2 2013 and held it in 7 quarters. The position peaked at $8M in Q3 2013. 149 funds tracked by Wall St. Rank hold HY as of Q3 2017.

  • TFS Capital reported no remaining Hyster-Yale Materials Handling position as of Q3 2017 after selling out during the quarter.
  • TFS Capital sold 13,786 Hyster-Yale Materials Handling shares in Q3 2017, an estimated $968K.
  • TFS Capital first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 7 quarters.
  • TFS Capital's Hyster-Yale Materials Handling position peaked at $8M in Q3 2013.
  • 149 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2017.

Based on TFS Capital's 13F filing for Q3 2017.