AJOVista’s Hyster-Yale Materials Handling HY Stock Holding History

AJOVista’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
2024 Q1	–	Sell	-1,145	Closed	-$71.2K	–	225
2023 Q4	$71.2K	Buy	+1,145	New	+$54.5K	0.09%	221

Other funds holding HY

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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

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

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

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

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

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

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

AJOVista's HY Position: Q1 2024 in Review

AJOVista sold out of Hyster-Yale Materials Handling (HY) in Q1 2024, closing a stake of 1,145 shares — an estimated $71.2K sold.

AJOVista first reported a position in HY in Q4 2023 and held it in 1 quarter. The position peaked at $71.2K in Q4 2023. 164 funds tracked by Wall St. Rank hold HY as of Q1 2024.

AJOVista reported no remaining Hyster-Yale Materials Handling position as of Q1 2024 after selling out during the quarter.
AJOVista sold 1,145 Hyster-Yale Materials Handling shares in Q1 2024, an estimated $71.2K.
AJOVista first reported a position in Hyster-Yale Materials Handling in Q4 2023 and held it in 1 quarter.
AJOVista's Hyster-Yale Materials Handling position peaked at $71.2K in Q4 2023.
164 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.