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Unison Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Unison Advisors’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
2020
Q1 		– Sell
-4,278
Closed -$252K – 152
2019
Q4 		$252K Buy
4,278
+26
+0.6% +$1.45K 0.18% 133
2019
Q3 		$233K Buy
4,252
+24
+0.6% +$1.33K 0.18% 140
2019
Q2 		$234K Buy
4,228
+19
+0.5% +$1.06K 0.18% 133
2019
Q1 		$262K Buy
4,209
+19
+0.5% +$1.29K 0.19% 121
2018
Q4 		$260K Buy
4,190
+20
+0.5% +$1.25K 0.21% 115
2018
Q3 		$257K Buy
4,170
+19
+0.5% +$1.2K 0.18% 133
2018
Q2 		$266K Buy
4,151
+16
+0.4% +$1.11K 0.2% 135
2018
Q1 		$289K Buy
4,135
+14
+0.3% +$1.11K 0.22% 105
2017
Q4 		$351K Buy
+4,121
New +$339K 0.26% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Unison Advisors's HY Position: Q1 2020 in Review

Unison Advisors sold out of Hyster-Yale Materials Handling (HY) in Q1 2020, closing a stake of 4,278 shares — an estimated $252K sold.

Unison Advisors first reported a position in HY in Q4 2017 and held it in 9 quarters. The position peaked at $351K in Q4 2017. 108 funds tracked by Wall St. Rank hold HY as of Q1 2020.

  • Unison Advisors reported no remaining Hyster-Yale Materials Handling position as of Q1 2020 after selling out during the quarter.
  • Unison Advisors sold 4,278 Hyster-Yale Materials Handling shares in Q1 2020, an estimated $252K.
  • Unison Advisors first reported a position in Hyster-Yale Materials Handling in Q4 2017 and held it in 9 quarters.
  • Unison Advisors's Hyster-Yale Materials Handling position peaked at $351K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2020.

Based on Unison Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.