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Susan Sichel

HY
INSIDER · HYSTER-YALE, INC. · CIK 0001247966
FILING MIX · LIFETIME20%/80%
BUYS
1
SELLS
4
TOTAL VALUE
$508.4K
COMPANIES
2
ACTIVE SINCE
Nov 2020
HOLDINGS NOW
23,200
AVG SELL PX
$63.55
TRADE KIND
SHOWING 5 / 5
Trades · vs SPY
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Performance · forward returns vs SPY
2 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Susan Sichel, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d2+50.00%-1.78%+1.42%-3.20%-3.20%
14d2+100.00%-7.00%+0.25%-7.25%-7.25%
30d2+100.00%-3.35%+5.00%-8.34%-8.34%
60d2+100.00%-11.25%+8.14%-19.39%-19.39%
90d2+100.00%-12.34%+9.25%-21.59%-21.59%
180d2+100.00%-26.03%+12.05%-38.08%-38.08%
1y2+50.00%-5.32%+19.84%-25.17%-25.17%
2y2+100.00%-36.28%+22.30%-58.57%-58.57%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
HY · 7,100 shares · as of May 10, 2023
03,1506,3009,45012,600202120222023SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
FLOW · 1 buys / 4 sellsCOVERAGE · 17 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HBB
HAMILTON BEACH BRANDS HOLDING CO
SALE
9,000100Dec 9, 2024Dec 10, 2024View →
HBB
HAMILTON BEACH BRANDS HOLDING CO
PURCHASE
9,00016,100Dec 9, 2024Dec 10, 2024View →
HY
HYSTER-YALE, INC.
SALE
3,000$51.71$155.1K7,100May 10, 2023May 12, 2023View →
HY
HYSTER-YALE, INC.
SALE
2,500$91.67$229.2K10,100Mar 9, 2021Mar 11, 2021View →
HY
HYSTER-YALE, INC.
SALE
2,500$49.63$124.1K12,600Nov 6, 2020Nov 9, 2020View →
Other insiders · HY
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About this filer
CIK 0001247966
ROLE
Insider
PRIMARY
HY
COMPANIES
2
ACTIVE SINCE
Nov 2020
MARKETPEEL · /INSIDER/0001247966DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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