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A&I Financial Services’s Hyster-Yale Materials Handling HY Stock Holding History

A&I Financial Services’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
2025
Q4 		– Sell
-13,594
Closed -$502K – 84
2025
Q3 		$502K Buy
13,594
+1,499
+12% +$58.5K 0.25% 53
2025
Q2 		$481K Buy
12,095
+1,406
+13% +$56K 0.27% 49
2025
Q1 		$444K Buy
10,689
+1,022
+11% +$50.8K 0.3% 48
2024
Q4 		$492K Buy
+9,667
New +$565K 0.48% 36

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

A&I Financial Services's HY Position: Q4 2025 in Review

A&I Financial Services sold out of Hyster-Yale Materials Handling (HY) in Q4 2025, closing a stake of 13,594 shares — an estimated $502K sold.

A&I Financial Services first reported a position in HY in Q4 2024 and held it in 4 quarters. The position peaked at $502K in Q3 2025. 143 funds tracked by Wall St. Rank hold HY as of Q4 2025.

  • A&I Financial Services reported no remaining Hyster-Yale Materials Handling position as of Q4 2025 after selling out during the quarter.
  • A&I Financial Services sold 13,594 Hyster-Yale Materials Handling shares in Q4 2025, an estimated $502K.
  • A&I Financial Services first reported a position in Hyster-Yale Materials Handling in Q4 2024 and held it in 4 quarters.
  • A&I Financial Services's Hyster-Yale Materials Handling position peaked at $502K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2025.

Based on A&I Financial Services's 13F filing for Q4 2025, filed 28 Jan 2026.