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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 $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors's HY Position: Q1 2025 in Review

ALPS Advisors sold out of Hyster-Yale Materials Handling (HY) in Q1 2025, closing a stake of 6,001 shares — an estimated $306K sold.

ALPS Advisors first reported a position in HY in Q3 2013 and held it in 8 quarters. The position peaked at $536K in Q1 2015. 179 funds tracked by Wall St. Rank hold HY as of Q1 2025.

  • ALPS Advisors reported no remaining Hyster-Yale Materials Handling position as of Q1 2025 after selling out during the quarter.
  • ALPS Advisors sold 6,001 Hyster-Yale Materials Handling shares in Q1 2025, an estimated $306K.
  • ALPS Advisors first reported a position in Hyster-Yale Materials Handling in Q3 2013 and held it in 8 quarters.
  • ALPS Advisors's Hyster-Yale Materials Handling position peaked at $536K in Q1 2015.
  • 179 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.