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

Advisory Services Network’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 Q1	–	Sell	-400	Closed	-$10.1K	–	4072
2022 Q4	$10.1K	Buy	+400	New	+$11.1K	﹤0.01%	2855
2016 Q3	–	Sell	-43	Closed	-$3K	–	2031
2016 Q2	$3K	Hold	43	–	–	﹤0.01%	1558
2016 Q1	$3K	Buy	43 +18	+72%	+$1.02K	﹤0.01%	1391
2015 Q4	$1K	Sell	25 -42	-63%	-$2.41K	﹤0.01%	1430
2015 Q3	$4K	Buy	67 +25	+60%	+$1.59K	﹤0.01%	1177
2015 Q2	$3K	Hold	42	–	–	﹤0.01%	1193
2015 Q1	$3K	Hold	42	–	–	﹤0.01%	1115
2014 Q4	$3K	Buy	+42	New	+$3.13K	﹤0.01%	1020

Other funds holding HY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's HY Position: Q1 2023 in Review

Advisory Services Network sold out of Hyster-Yale Materials Handling (HY) in Q1 2023, closing a stake of 400 shares — an estimated $10.1K sold.

Advisory Services Network first reported a position in HY in Q4 2014 and held it in 8 quarters. The position peaked at $10.1K in Q4 2022. 131 funds tracked by Wall St. Rank hold HY as of Q1 2023.

Advisory Services Network reported no remaining Hyster-Yale Materials Handling position as of Q1 2023 after selling out during the quarter.
Advisory Services Network sold 400 Hyster-Yale Materials Handling shares in Q1 2023, an estimated $10.1K.
Advisory Services Network first reported a position in Hyster-Yale Materials Handling in Q4 2014 and held it in 8 quarters.
Advisory Services Network's Hyster-Yale Materials Handling position peaked at $10.1K in Q4 2022.
131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2023.

Based on Advisory Services Network's 13F filing for Q1 2023, filed 17 May 2023.