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ZCM
Zebra Capital Management’s
Hyster-Yale Materials Handling
HY
Stock Holding History
Zebra Capital Management’s Portfolio
HY Stock Details
HY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-3,336
Closed
-$207K
–
451
2018
Q4
$207K
Sell
3,336
-4,946
-60%
-$308K
0.13%
320
2018
Q3
$510K
Sell
8,282
-2,234
-21%
-$141K
0.23%
193
2018
Q2
$676K
Buy
+10,516
New
+$730K
0.29%
183
2018
Q1
–
Sell
-2,384
Closed
-$203K
–
360
2017
Q4
$203K
Buy
+2,384
New
+$196K
0.07%
302
2017
Q2
–
Sell
-7,464
Closed
-$421K
–
282
2017
Q1
$421K
Buy
7,464
+2,011
+37%
+$122K
0.13%
234
2016
Q4
$348K
Sell
5,453
-11,499
-68%
-$708K
0.11%
241
2016
Q3
$1.02M
Buy
16,952
+2,409
+17%
+$136K
0.32%
155
2016
Q2
$865K
Buy
14,543
+196
+1%
+$12.3K
0.3%
170
2016
Q1
$956K
Buy
+14,347
New
+$814K
0.38%
123
2015
Q4
–
Sell
-12,907
Closed
-$746K
–
238
2015
Q3
$746K
Buy
12,907
+258
+2%
+$16.5K
0.46%
77
2015
Q2
$876K
Sell
12,649
-1,834
-13%
-$133K
0.51%
70
2015
Q1
$1.06M
Sell
14,483
-1,702
-11%
-$115K
0.55%
69
2014
Q4
$1.19M
Buy
16,185
+1,640
+11%
+$122K
0.46%
94
2014
Q3
$1.04M
Buy
14,545
+604
+4%
+$48.1K
0.41%
124
2014
Q2
$1.23M
Buy
13,941
+2,532
+22%
+$230K
0.47%
81
2014
Q1
$1.11M
Buy
11,409
+6,321
+124%
+$594K
0.46%
68
2013
Q4
$474K
Buy
+5,088
New
+$443K
0.25%
141
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1-Year Est. Return
Fidelity Investments
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$1.9T AUM
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1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Diamond Hill Capital Management
Columbus, Ohio
$16B AUM
4.15%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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