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

Zeke Capital Advisors’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
-8,898
Closed -$525K – 367
2019
Q4 		$525K Buy
8,898
+2,460
+38% +$137K 0.04% 366
2019
Q3 		$352K Buy
6,438
+990
+18% +$55K 0.03% 424
2019
Q2 		$301K Hold
5,448
– – 0.03% 469
2019
Q1 		$340K Buy
+5,448
New +$369K 0.03% 443

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 $3.38T AUM 44.17% 1-Year Est. Return
GAMCO Investors
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
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Zeke Capital Advisors's HY Position: Q1 2020 in Review

Zeke Capital Advisors sold out of Hyster-Yale Materials Handling (HY) in Q1 2020, closing a stake of 8,898 shares — an estimated $525K sold.

Zeke Capital Advisors first reported a position in HY in Q1 2019 and held it in 4 quarters. The position peaked at $525K in Q4 2019. 108 funds tracked by Wall St. Rank hold HY as of Q1 2020.

  • Zeke Capital Advisors reported no remaining Hyster-Yale Materials Handling position as of Q1 2020 after selling out during the quarter.
  • Zeke Capital Advisors sold 8,898 Hyster-Yale Materials Handling shares in Q1 2020, an estimated $525K.
  • Zeke Capital Advisors first reported a position in Hyster-Yale Materials Handling in Q1 2019 and held it in 4 quarters.
  • Zeke Capital Advisors's Hyster-Yale Materials Handling position peaked at $525K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2020.

Based on Zeke Capital Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.