WealthTrust Fairport’s Hyster-Yale Materials Handling HY Stock Holding History

WealthTrust Fairport’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 Q1	$6K	Hold	100	–	–	﹤0.01%	370
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	350
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	423
2018 Q2	$6K	Buy	+100	New	+$6.95K	﹤0.01%	415
2015 Q1	–	Sell	-100	Closed	-$7K	–	249
2014 Q4	$7K	Hold	100	–	–	﹤0.01%	378
2014 Q3	$7K	Hold	100	–	–	﹤0.01%	277
2014 Q2	$9K	Buy	+100	New	+$9.07K	﹤0.01%	238

Other funds holding HY

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

WealthTrust Fairport's HY Position: Q1 2019 in Review

WealthTrust Fairport held its Hyster-Yale Materials Handling (HY) position steady in Q1 2019 at 100 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

WealthTrust Fairport first reported a position in HY in Q2 2014 and has held it in 7 quarters since. The position peaked at $9K in Q2 2014. 129 funds tracked by Wall St. Rank hold HY as of Q1 2019.

WealthTrust Fairport held 100 shares of Hyster-Yale Materials Handling worth $6K as of Q1 2019.
WealthTrust Fairport left its Hyster-Yale Materials Handling share count unchanged in Q1 2019.
Hyster-Yale Materials Handling made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #370 holding.
WealthTrust Fairport first reported a position in Hyster-Yale Materials Handling in Q2 2014 and has held it in 7 quarters since.
WealthTrust Fairport's Hyster-Yale Materials Handling position peaked at $9K in Q2 2014.
129 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.