ATPW
HY icon

Ashton Thomas Private Wealth’s Hyster-Yale Materials Handling HY Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-2,780
Closed -$194K – 1171
2024
Q2 		$194K Buy
+2,780
New +$190K 0.01% 572

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Ashton Thomas Private Wealth's HY Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Hyster-Yale Materials Handling (HY) in Q3 2024, closing a stake of 2,780 shares — an estimated $194K sold.

Ashton Thomas Private Wealth first reported a position in HY in Q2 2024 and held it in 1 quarter. The position peaked at $194K in Q2 2024. 183 funds tracked by Wall St. Rank hold HY as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Hyster-Yale Materials Handling position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 2,780 Hyster-Yale Materials Handling shares in Q3 2024, an estimated $194K.
  • Ashton Thomas Private Wealth first reported a position in Hyster-Yale Materials Handling in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Hyster-Yale Materials Handling position peaked at $194K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.