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Altshuler Shaham’s Hyster-Yale Materials Handling HY Stock Holding History

Altshuler Shaham’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
2023
Q1 		– Sell
-1,518
Closed -$38.4K – 428
2022
Q4 		$38.4K Sell
1,518
-242
-14% -$6.74K ﹤0.01% 273
2022
Q3 		$41K Buy
+1,760
New +$54.9K ﹤0.01% 271
2021
Q3 		– Sell
-3,331
Closed -$243K – 579
2021
Q2 		$243K Sell
3,331
-97
-3% -$7.53K ﹤0.01% 268
2021
Q1 		$299K Buy
+3,428
New +$300K ﹤0.01% 178

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Altshuler Shaham's HY Position: Q1 2023 in Review

Altshuler Shaham sold out of Hyster-Yale Materials Handling (HY) in Q1 2023, closing a stake of 1,518 shares — an estimated $38.4K sold.

Altshuler Shaham first reported a position in HY in Q1 2021 and held it in 4 quarters. The position peaked at $299K in Q1 2021. 131 funds tracked by Wall St. Rank hold HY as of Q1 2023.

  • Altshuler Shaham reported no remaining Hyster-Yale Materials Handling position as of Q1 2023 after selling out during the quarter.
  • Altshuler Shaham sold 1,518 Hyster-Yale Materials Handling shares in Q1 2023, an estimated $38.4K.
  • Altshuler Shaham first reported a position in Hyster-Yale Materials Handling in Q1 2021 and held it in 4 quarters.
  • Altshuler Shaham's Hyster-Yale Materials Handling position peaked at $299K in Q1 2021.
  • 131 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2023.

Based on Altshuler Shaham's 13F filing for Q1 2023, filed 9 May 2023.