Advisory Research’s Hyster-Yale Materials Handling HY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,046	Closed	-$403K	–	391
2023 Q3	$403K	Sell	9,046 -23,969	-73%	-$1.07M	0.06%	308
2023 Q2	$1.84M	Buy	33,015 +27,294	+477%	+$1.52M	0.24%	113
2023 Q1	$285K	Buy	+5,721	New	+$285K	0.05%	295