Thrivent Financial for Lutherans
HY icon

Thrivent Financial for Lutherans’s Hyster-Yale Materials Handling HY Stock Holding History

Thrivent Financial for Lutherans’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
2019
Q4 		– Sell
-18,312
Closed -$1M – 2236
2019
Q3 		$1M Buy
18,312
+536
+3% +$29.8K ﹤0.01% 1409
2019
Q2 		$982K Hold
17,776
– – ﹤0.01% 1417
2019
Q1 		$1.11M Hold
17,776
– – ﹤0.01% 1304
2018
Q4 		$1.1M Buy
17,776
+3,167
+22% +$197K ﹤0.01% 1097
2018
Q3 		$898K Sell
14,609
-566
-4% -$35.8K ﹤0.01% 1344
2018
Q2 		$975K Hold
15,175
– – ﹤0.01% 1266
2018
Q1 		$1.06M Sell
15,175
-1,696
-10% -$134K ﹤0.01% 1205
2017
Q4 		$1.44M Buy
16,871
+3
+0% +$247 ﹤0.01% 1067
2017
Q3 		$1.29M Buy
+16,868
New +$1.18M ﹤0.01% 1041

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Thrivent Financial for Lutherans's HY Position: Q4 2019 in Review

Thrivent Financial for Lutherans sold out of Hyster-Yale Materials Handling (HY) in Q4 2019, closing a stake of 18,312 shares — an estimated $1M sold.

Thrivent Financial for Lutherans first reported a position in HY in Q3 2017 and held it in 9 quarters. The position peaked at $1.44M in Q4 2017. 118 funds tracked by Wall St. Rank hold HY as of Q4 2019.

  • Thrivent Financial for Lutherans reported no remaining Hyster-Yale Materials Handling position as of Q4 2019 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 18,312 Hyster-Yale Materials Handling shares in Q4 2019, an estimated $1M.
  • Thrivent Financial for Lutherans first reported a position in Hyster-Yale Materials Handling in Q3 2017 and held it in 9 quarters.
  • Thrivent Financial for Lutherans's Hyster-Yale Materials Handling position peaked at $1.44M in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2019.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2019, filed 13 Feb 2020.