AF
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Allworth Financial’s Hyster-Yale Materials Handling HY Stock Holding History

Allworth Financial’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 		$1.53K Sell
47
-1
-2% -$34 ﹤0.01% 4438
2025
Q4 		$1.43K Buy
48
+20
+71% +$660 ﹤0.01% 4243
2025
Q3 		$1.03K Sell
28
-22
-44% -$858 ﹤0.01% 4244
2025
Q2 		$1.99K Buy
+50
New +$1.99K ﹤0.01% 3704
2024
Q4 		– Sell
-21
Closed -$1.34K – 3995
2024
Q3 		$1.34K Hold
21
– – ﹤0.01% 3117
2024
Q2 		$1.5K Buy
+21
New +$1.43K ﹤0.01% 3028
2022
Q4 		– Sell
-447
Closed -$10K – 3089
2022
Q3 		$10K Buy
+447
New +$13.9K ﹤0.01% 1662
2020
Q3 		– Sell
-33
Closed -$1K – 1217
2020
Q2 		$1K Buy
+33
New +$1.23K ﹤0.01% 1103

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return