Algert Global’s Hyster-Yale Materials Handling HY Stock Holding History

Algert Global’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
2026 Q1	–	Sell	-37,184	Closed	-$1.1M	–	1243
2025 Q4	$1.1M	Sell	37,184 -270	-0.7%	-$8.9K	0.02%	830
2025 Q3	$1.38M	Buy	37,454 +4,380	+13%	+$171K	0.02%	779
2025 Q2	$1.32M	Sell	33,074 -2,120	-6%	-$84.5K	0.03%	749
2025 Q1	$1.46M	Buy	35,194 +11,149	+46%	+$554K	0.04%	693
2024 Q4	$1.23M	Buy	24,045 +3,512	+17%	+$205K	0.03%	738
2024 Q3	$1.31M	Sell	20,533 -7,970	-28%	-$520K	0.04%	698
2024 Q2	$1.99M	Buy	28,503 +21,583	+312%	+$1.47M	0.07%	466
2024 Q1	$444K	Buy	+6,920	New	+$444K	0.02%	795

Other funds holding HY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Algert Global's HY Position: Q1 2026 in Review

Algert Global sold out of Hyster-Yale Materials Handling (HY) in Q1 2026, closing a stake of 37,184 shares — an estimated $1.1M sold.

Algert Global first reported a position in HY in Q1 2024 and held it in 8 quarters. The position peaked at $1.99M in Q2 2024. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

Algert Global reported no remaining Hyster-Yale Materials Handling position as of Q1 2026 after selling out during the quarter.
Algert Global sold 37,184 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $1.1M.
Algert Global first reported a position in Hyster-Yale Materials Handling in Q1 2024 and held it in 8 quarters.
Algert Global's Hyster-Yale Materials Handling position peaked at $1.99M in Q2 2024.
148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.