AR
HY icon

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

Advisory Research’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
2023
Q4 		– Sell
-9,046
Closed -$403K – 391
2023
Q3 		$403K Sell
9,046
-23,969
-73% -$1.11M 0.06% 308
2023
Q2 		$1.84M Buy
33,015
+27,294
+477% +$1.4M 0.24% 113
2023
Q1 		$285K Buy
+5,721
New +$210K 0.05% 295

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advisory Research's HY Position: Q4 2023 in Review

Advisory Research sold out of Hyster-Yale Materials Handling (HY) in Q4 2023, closing a stake of 9,046 shares — an estimated $403K sold.

Advisory Research first reported a position in HY in Q1 2023 and held it in 3 quarters. The position peaked at $1.84M in Q2 2023. 165 funds tracked by Wall St. Rank hold HY as of Q4 2023.

  • Advisory Research reported no remaining Hyster-Yale Materials Handling position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 9,046 Hyster-Yale Materials Handling shares in Q4 2023, an estimated $403K.
  • Advisory Research first reported a position in Hyster-Yale Materials Handling in Q1 2023 and held it in 3 quarters.
  • Advisory Research's Hyster-Yale Materials Handling position peaked at $1.84M in Q2 2023.
  • 165 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.