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

Wexford Capital’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
2017
Q2 		– Sell
-15,686
Closed -$885K – 181
2017
Q1 		$885K Sell
15,686
-6,192
-28% -$375K 0.07% 81
2016
Q4 		$1.4M Buy
+21,878
New +$1.35M 0.14% 72

Other funds holding HY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wexford Capital's HY Position: Q2 2017 in Review

Wexford Capital sold out of Hyster-Yale Materials Handling (HY) in Q2 2017, closing a stake of 15,686 shares — an estimated $885K sold.

Wexford Capital first reported a position in HY in Q4 2016 and held it in 2 quarters. The position peaked at $1.4M in Q4 2016. 138 funds tracked by Wall St. Rank hold HY as of Q2 2017.

  • Wexford Capital reported no remaining Hyster-Yale Materials Handling position as of Q2 2017 after selling out during the quarter.
  • Wexford Capital sold 15,686 Hyster-Yale Materials Handling shares in Q2 2017, an estimated $885K.
  • Wexford Capital first reported a position in Hyster-Yale Materials Handling in Q4 2016 and held it in 2 quarters.
  • Wexford Capital's Hyster-Yale Materials Handling position peaked at $1.4M in Q4 2016.
  • 138 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2017.

Based on Wexford Capital's 13F filing for Q2 2017, filed 11 Aug 2017.