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West Coast Financial’s Hyster-Yale Materials Handling HY Stock Holding History

West Coast Financial’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
Q2 		– Sell
-71,880
Closed -$4.48M – 113
2019
Q1 		$4.48M Buy
71,880
+5,008
+7% +$339K 1.06% 35
2018
Q4 		$4.14M Sell
66,872
-1,910
-3% -$119K 1.18% 29
2018
Q3 		$4.23M Buy
68,782
+4,176
+6% +$264K 0.98% 37
2018
Q2 		$4.15M Sell
64,606
-2,646
-4% -$184K 1.15% 31
2018
Q1 		$4.7M Sell
67,252
-429
-0.6% -$33.9K 1.34% 29
2017
Q4 		$5.76M Sell
67,681
-171
-0.3% -$14.1K 1.62% 25
2017
Q3 		$5.19M Buy
67,852
+763
+1% +$53.6K 1.41% 27
2017
Q2 		$4.71M Buy
67,089
+1,946
+3% +$133K 1.51% 24
2017
Q1 		$3.67M Sell
65,143
-1,764
-3% -$107K 1.17% 33
2016
Q4 		$4.27M Buy
66,907
+4,986
+8% +$307K 1.36% 25
2016
Q3 		$3.72M Sell
61,921
-2,006
-3% -$114K 1.2% 29
2016
Q2 		$3.8M Buy
63,927
+1,876
+3% +$118K 1.37% 32
2016
Q1 		$4.13M Buy
62,051
+3,255
+6% +$185K 1.7% 27
2015
Q4 		$3.08M Sell
58,796
-742
-1% -$42.6K 1.29% 30
2015
Q3 		$3.44M Buy
59,538
+2,235
+4% +$143K 1.54% 26
2015
Q2 		$3.97M Buy
57,303
+4,008
+8% +$292K 1.74% 23
2015
Q1 		$3.91M Buy
53,295
+27,258
+105% +$1.84M 1.81% 22
2014
Q4 		$1.91M Buy
26,037
+2,296
+10% +$171K 0.99% 45
2014
Q3 		$1.7M Buy
+23,741
New +$1.89M 0.96% 44

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

West Coast Financial's HY Position: Q2 2019 in Review

West Coast Financial sold out of Hyster-Yale Materials Handling (HY) in Q2 2019, closing a stake of 71,880 shares — an estimated $4.48M sold.

West Coast Financial first reported a position in HY in Q3 2014 and held it in 19 quarters. The position peaked at $5.76M in Q4 2017. 121 funds tracked by Wall St. Rank hold HY as of Q2 2019.

  • West Coast Financial reported no remaining Hyster-Yale Materials Handling position as of Q2 2019 after selling out during the quarter.
  • West Coast Financial sold 71,880 Hyster-Yale Materials Handling shares in Q2 2019, an estimated $4.48M.
  • West Coast Financial first reported a position in Hyster-Yale Materials Handling in Q3 2014 and held it in 19 quarters.
  • West Coast Financial's Hyster-Yale Materials Handling position peaked at $5.76M in Q4 2017.
  • 121 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2019.

Based on West Coast Financial's 13F filing for Q2 2019, filed 16 Jul 2019.