Weld Capital Management’s Hyster-Yale Materials Handling HY Stock Holding History

Weld Capital Management’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	-7,768	Closed	-$425K	–	758
2019 Q3	$425K	Sell	7,768 -6	-0.1%	-$333	0.08%	443
2019 Q2	$430K	Buy	+7,774	New	+$434K	0.08%	436
2019 Q1	–	Sell	-3,673	Closed	-$228K	–	755
2018 Q4	$228K	Buy	+3,673	New	+$229K	0.05%	564

Other funds holding HY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Weld Capital Management's HY Position: Q4 2019 in Review

Weld Capital Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2019, closing a stake of 7,768 shares — an estimated $425K sold.

Weld Capital Management first reported a position in HY in Q4 2018 and held it in 3 quarters. The position peaked at $430K in Q2 2019. 118 funds tracked by Wall St. Rank hold HY as of Q4 2019.

Weld Capital Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2019 after selling out during the quarter.
Weld Capital Management sold 7,768 Hyster-Yale Materials Handling shares in Q4 2019, an estimated $425K.
Weld Capital Management first reported a position in Hyster-Yale Materials Handling in Q4 2018 and held it in 3 quarters.
Weld Capital Management's Hyster-Yale Materials Handling position peaked at $430K in Q2 2019.
118 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.