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Wilbanks Smith & Thomas Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-730
Closed -$45K – 780
2018
Q3 		$45K Buy
+730
New +$46.1K ﹤0.01% 703

Other funds holding HY

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HY Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2018, closing a stake of 730 shares — an estimated $45K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HY in Q3 2018 and held it in 1 quarter. The position peaked at $45K in Q3 2018. 131 funds tracked by Wall St. Rank hold HY as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 730 Hyster-Yale Materials Handling shares in Q4 2018, an estimated $45K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Hyster-Yale Materials Handling in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Hyster-Yale Materials Handling position peaked at $45K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.