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Bailard’s Hyster-Yale Materials Handling HY Stock Holding History

Bailard’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
Q1 		– Sell
-5,100
Closed -$260K – 781
2024
Q4 		$260K Buy
5,100
+700
+16% +$40.9K 0.01% 619
2024
Q3 		$281K Hold
4,400
– – 0.01% 605
2024
Q2 		$307K Hold
4,400
– – 0.01% 542
2024
Q1 		$282K Buy
+4,400
New +$282K 0.01% 574
2023
Q4 		– Sell
-5,100
Closed -$227K – 761
2023
Q3 		$227K Buy
+5,100
New +$236K 0.01% 623

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

Bailard's HY Position: Q1 2025 in Review

Bailard sold out of Hyster-Yale Materials Handling (HY) in Q1 2025, closing a stake of 5,100 shares — an estimated $260K sold.

Bailard first reported a position in HY in Q3 2023 and held it in 5 quarters. The position peaked at $307K in Q2 2024. 179 funds tracked by Wall St. Rank hold HY as of Q1 2025.

  • Bailard reported no remaining Hyster-Yale Materials Handling position as of Q1 2025 after selling out during the quarter.
  • Bailard sold 5,100 Hyster-Yale Materials Handling shares in Q1 2025, an estimated $260K.
  • Bailard first reported a position in Hyster-Yale Materials Handling in Q3 2023 and held it in 5 quarters.
  • Bailard's Hyster-Yale Materials Handling position peaked at $307K in Q2 2024.
  • 179 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2025.

Based on Bailard's 13F filing for Q1 2025, filed 2 May 2025.