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

American Portfolios 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
2021
Q3 		– Sell
-75
Closed -$5.47K – 3510
2021
Q2 		$5.47K Hold
75
– – ﹤0.01% 2774
2021
Q1 		$6.53K Buy
+75
New +$6.56K ﹤0.01% 2584

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

American Portfolios Advisors's HY Position: Q3 2021 in Review

American Portfolios Advisors sold out of Hyster-Yale Materials Handling (HY) in Q3 2021, closing a stake of 75 shares — an estimated $5.47K sold.

American Portfolios Advisors first reported a position in HY in Q1 2021 and held it in 2 quarters. The position peaked at $6.53K in Q1 2021. 118 funds tracked by Wall St. Rank hold HY as of Q3 2021.

  • American Portfolios Advisors reported no remaining Hyster-Yale Materials Handling position as of Q3 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 75 Hyster-Yale Materials Handling shares in Q3 2021, an estimated $5.47K.
  • American Portfolios Advisors first reported a position in Hyster-Yale Materials Handling in Q1 2021 and held it in 2 quarters.
  • American Portfolios Advisors's Hyster-Yale Materials Handling position peaked at $6.53K in Q1 2021.
  • 118 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2021.

Based on American Portfolios Advisors's 13F filing for Q3 2021, filed 22 Mar 2023.