WC
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Walthausen & Co’s Hyster-Yale Materials Handling HY Stock Holding History

Walthausen & Co’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
2016
Q3 		– Sell
-53,778
Closed -$3.2M – 130
2016
Q2 		$3.2M Sell
53,778
-33,310
-38% -$2.09M 0.33% 107
2016
Q1 		$5.8M Buy
+87,088
New +$4.94M 0.61% 84
2014
Q3 		– Sell
-125,430
Closed -$11.1M – 122
2014
Q2 		$11.1M Sell
125,430
-48,970
-28% -$4.44M 0.81% 61
2014
Q1 		$17M Sell
174,400
-76,990
-31% -$7.23M 1.36% 28
2013
Q4 		$23.4M Sell
251,390
-35,780
-12% -$3.12M 1.73% 5
2013
Q3 		$25.8M Buy
287,170
+30,050
+12% +$2.3M 2.05% 2
2013
Q2 		$16.1M Buy
+257,120
New +$15.1M 1.63% 14

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.24B AUM 31.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return