AWM
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Avior Wealth Management’s Hyster-Yale Materials Handling HY Stock Holding History

Avior Wealth 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
2024
Q4 		– Sell
-29
Closed -$1.85K – 2507
2024
Q3 		$1.85K Buy
+29
New +$1.89K ﹤0.01% 1985
2024
Q2 		– Sell
-2
Closed -$128 – 2931
2024
Q1 		$128 Buy
+2
New +$128 ﹤0.01% 3080

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Avior Wealth Management's HY Position: Q4 2024 in Review

Avior Wealth Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2024, closing a stake of 29 shares — an estimated $1.85K sold.

Avior Wealth Management first reported a position in HY in Q1 2024 and held it in 2 quarters. The position peaked at $1.85K in Q3 2024. 181 funds tracked by Wall St. Rank hold HY as of Q4 2024.

  • Avior Wealth Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 29 Hyster-Yale Materials Handling shares in Q4 2024, an estimated $1.85K.
  • Avior Wealth Management first reported a position in Hyster-Yale Materials Handling in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Hyster-Yale Materials Handling position peaked at $1.85K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.