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ALPS Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

ALPS Advisors’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
2025
Q1 		– Sell
-6,001
Closed -$306K – 1057
2024
Q4 		$306K Hold
6,001
– – ﹤0.01% 870
2024
Q3 		$383K Buy
6,001
+27
+0.5% +$1.76K ﹤0.01% 681
2024
Q2 		$417K Sell
5,974
-36
-0.6% -$2.46K ﹤0.01% 623
2024
Q1 		$386K Buy
+6,010
New +$386K ﹤0.01% 649
2015
Q3 		– Sell
-7,429
Closed -$515K – 718
2015
Q2 		$515K Buy
7,429
+116
+2% +$8.44K ﹤0.01% 471
2015
Q1 		$536K Buy
+7,313
New +$495K ﹤0.01% 353
2014
Q1 		– Sell
-5,226
Closed -$448K – 634
2013
Q4 		$448K Buy
5,226
+2,538
+94% +$221K ﹤0.01% 481
2013
Q3 		$241K Buy
+2,688
New +$206K ﹤0.01% 548

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return