WEC
HY icon

Winslow Evans & Crocker’s Hyster-Yale Materials Handling HY Stock Holding History

Winslow Evans & Crocker’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
2020
Q1 		– Sell
-148
Closed -$10K – 1140
2019
Q4 		$10K Hold
148
– – ﹤0.01% 825
2019
Q3 		$10K Buy
+148
New +$8.22K ﹤0.01% 810

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Winslow Evans & Crocker's HY Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of Hyster-Yale Materials Handling (HY) in Q1 2020, closing a stake of 148 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in HY in Q3 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 108 funds tracked by Wall St. Rank hold HY as of Q1 2020.

  • Winslow Evans & Crocker reported no remaining Hyster-Yale Materials Handling position as of Q1 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 148 Hyster-Yale Materials Handling shares in Q1 2020, an estimated $10K.
  • Winslow Evans & Crocker first reported a position in Hyster-Yale Materials Handling in Q3 2019 and held it in 2 quarters.
  • Winslow Evans & Crocker's Hyster-Yale Materials Handling position peaked at $10K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.