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Aquatic Capital Management’s Hyster-Yale Materials Handling HY Stock Holding History

Aquatic Capital Management’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
Q4 		– Sell
-3,372
Closed -$124K – 1561
2025
Q3 		$124K Buy
3,372
+1,410
+72% +$55K ﹤0.01% 1175
2025
Q2 		$78K Sell
1,962
-827
-30% -$32.9K ﹤0.01% 1112
2025
Q1 		$116K Sell
2,789
-2,724
-49% -$135K ﹤0.01% 1038
2024
Q4 		$281K Buy
5,513
+1,813
+49% +$106K 0.01% 858
2024
Q3 		$236K Buy
3,700
+3,300
+825% +$215K 0.01% 790
2024
Q2 		$27.9K Buy
+400
New +$27.3K ﹤0.01% 1074
2023
Q4 		– Sell
-700
Closed -$31K – 1464
2023
Q3 		$31K Buy
700
+300
+75% +$13.9K ﹤0.01% 1028
2023
Q2 		$22K Sell
400
-700
-64% -$35.8K ﹤0.01% 1117
2023
Q1 		$55K Sell
1,100
-300
-21% -$11K ﹤0.01% 871
2022
Q4 		$35K Sell
1,400
-1,200
-46% -$33.4K ﹤0.01% 1078
2022
Q3 		$56K Buy
2,600
+1,200
+86% +$37.4K 0.01% 867
2022
Q2 		$45K Buy
1,400
+1,300
+1,300% +$44.2K 0.01% 676
2022
Q1 		$3K Buy
+100
New +$3.95K ﹤0.01% 910

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Aquatic Capital Management's HY Position: Q4 2025 in Review

Aquatic Capital Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2025, closing a stake of 3,372 shares — an estimated $124K sold.

Aquatic Capital Management first reported a position in HY in Q1 2022 and held it in 13 quarters. The position peaked at $281K in Q4 2024. 143 funds tracked by Wall St. Rank hold HY as of Q4 2025.

  • Aquatic Capital Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2025 after selling out during the quarter.
  • Aquatic Capital Management sold 3,372 Hyster-Yale Materials Handling shares in Q4 2025, an estimated $124K.
  • Aquatic Capital Management first reported a position in Hyster-Yale Materials Handling in Q1 2022 and held it in 13 quarters.
  • Aquatic Capital Management's Hyster-Yale Materials Handling position peaked at $281K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2025.

Based on Aquatic Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.