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UBS’s Hyster-Yale Materials Handling HY Stock Holding History

UBS’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
2014
Q3 		$3.13M Buy
43,624
+6,713
+18% +$535K ﹤0.01% 2481
2014
Q2 		$3.27M Buy
36,911
+6,249
+20% +$567K ﹤0.01% 2375
2014
Q1 		$2.99M Buy
30,662
+3,619
+13% +$340K ﹤0.01% 2372
2013
Q4 		$2.52M Buy
27,043
+23,730
+716% +$2.07M ﹤0.01% 2577
2013
Q3 		$297K Buy
3,313
+1,152
+53% +$88.3K ﹤0.01% 4707
2013
Q2 		$135K Buy
+2,161
New +$127K ﹤0.01% 5529

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS's HY Position: Q3 2014 in Review

UBS increased its Hyster-Yale Materials Handling (HY) stake by 18% in Q3 2014, buying an estimated $535K and bringing the position to 43,624 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

UBS first reported a position in HY in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.27M in Q2 2014. 160 funds tracked by Wall St. Rank hold HY as of Q3 2014.

  • UBS held 43,624 shares of Hyster-Yale Materials Handling worth $3.13M as of Q3 2014.
  • UBS bought 6,713 Hyster-Yale Materials Handling shares in Q3 2014, an estimated $535K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2481 holding.
  • UBS first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 6 quarters since.
  • UBS's Hyster-Yale Materials Handling position peaked at $3.27M in Q2 2014.
  • 160 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.