Wellington Management Group
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Wellington Management Group’s Hyster-Yale Materials Handling HY Stock Holding History

Wellington Management Group’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
2021
Q2 		– Sell
-2,784
Closed -$242K – 2182
2021
Q1 		$242K Buy
+2,784
New +$244K ﹤0.01% 2034
2018
Q4 		– Sell
-9,643
Closed -$594K – 2112
2018
Q3 		$594K Sell
9,643
-25,453
-73% -$1.61M ﹤0.01% 1993
2018
Q2 		$2.25M Buy
35,096
+6,219
+22% +$432K ﹤0.01% 1699
2018
Q1 		$2.02M Sell
28,877
-17,406
-38% -$1.38M ﹤0.01% 1725
2017
Q4 		$3.94M Buy
46,283
+13,041
+39% +$1.07M ﹤0.01% 1544
2017
Q3 		$2.54M Buy
33,242
+9,465
+40% +$664K ﹤0.01% 1661
2017
Q2 		$1.67M Sell
23,777
-2,818
-11% -$192K ﹤0.01% 1745
2017
Q1 		$1.5M Sell
26,595
-99
-0.4% -$6K ﹤0.01% 1811
2016
Q4 		$1.7M Sell
26,694
-14,600
-35% -$899K ﹤0.01% 1730
2016
Q3 		$2.48M Sell
41,294
-7,155
-15% -$405K ﹤0.01% 1601
2016
Q2 		$2.88M Sell
48,449
-1,562
-3% -$98.1K ﹤0.01% 1517
2016
Q1 		$3.33M Sell
50,011
-7,931
-14% -$450K ﹤0.01% 1457
2015
Q4 		$3.04M Buy
57,942
+4,989
+9% +$286K ﹤0.01% 1508
2015
Q3 		$3.06M Hold
52,953
– – ﹤0.01% 1497
2015
Q2 		$3.67M Sell
52,953
-8,869
-14% -$645K ﹤0.01% 1491
2015
Q1 		$4.53M Buy
61,822
+13,869
+29% +$938K ﹤0.01% 1480
2014
Q4 		$3.51M Buy
47,953
+2,184
+5% +$163K ﹤0.01% 1547
2014
Q3 		$3.28M Buy
45,769
+14,635
+47% +$1.17M ﹤0.01% 1557
2014
Q2 		$2.76M Sell
31,134
-7,752
-20% -$703K ﹤0.01% 1603
2014
Q1 		$3.79M Buy
+38,886
New +$3.65M ﹤0.01% 1545

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Wellington Management Group's HY Position: Q2 2021 in Review

Wellington Management Group sold out of Hyster-Yale Materials Handling (HY) in Q2 2021, closing a stake of 2,784 shares — an estimated $242K sold.

Wellington Management Group first reported a position in HY in Q1 2014 and held it in 20 quarters. The position peaked at $4.53M in Q1 2015. 128 funds tracked by Wall St. Rank hold HY as of Q2 2021.

  • Wellington Management Group reported no remaining Hyster-Yale Materials Handling position as of Q2 2021 after selling out during the quarter.
  • Wellington Management Group sold 2,784 Hyster-Yale Materials Handling shares in Q2 2021, an estimated $242K.
  • Wellington Management Group first reported a position in Hyster-Yale Materials Handling in Q1 2014 and held it in 20 quarters.
  • Wellington Management Group's Hyster-Yale Materials Handling position peaked at $4.53M in Q1 2015.
  • 128 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2021.

Based on Wellington Management Group's 13F filing for Q2 2021, filed 16 Aug 2021.