Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Hyster-Yale Materials Handling HY Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
-62
Closed -$2.29K – 386
2025
Q3 		$2.29K Hold
62
– – ﹤0.01% 312
2025
Q2 		$2.47K Buy
+62
New +$2.47K ﹤0.01% 289
2020
Q4 		– Sell
-5,690
Closed -$212K – 325
2020
Q3 		$212K Sell
5,690
-12,149
-68% -$478K ﹤0.01% 205
2020
Q2 		$690K Buy
17,839
+3,954
+28% +$147K ﹤0.01% 201
2020
Q1 		$556K Sell
13,885
-12,190
-47% -$614K ﹤0.01% 208
2019
Q4 		$1.54M Sell
26,075
-5,438
-17% -$302K ﹤0.01% 217
2019
Q3 		$1.73M Sell
31,513
-3,976
-11% -$221K ﹤0.01% 220
2019
Q2 		$1.96M Sell
35,489
-1,358
-4% -$75.8K ﹤0.01% 229
2019
Q1 		$2.3M Buy
36,847
+906
+3% +$61.4K ﹤0.01% 227
2018
Q4 		$2.23M Sell
35,941
-11,026
-23% -$687K ﹤0.01% 225
2018
Q3 		$2.89M Sell
46,967
-5,175
-10% -$327K ﹤0.01% 248
2018
Q2 		$3.35M Sell
52,142
-184
-0.4% -$12.8K 0.01% 247
2018
Q1 		$3.66M Buy
52,326
+31
+0.1% +$2.45K 0.01% 234
2017
Q4 		$4.45M Buy
52,295
+7,647
+17% +$629K 0.01% 217
2017
Q3 		$3.41M Buy
44,648
+168
+0.4% +$11.8K 0.01% 238
2017
Q2 		$3.13M Hold
44,480
– – ﹤0.01% 241
2017
Q1 		$2.51M Buy
44,480
+1,454
+3% +$88.1K ﹤0.01% 258
2016
Q4 		$2.74M Sell
43,026
-187
-0.4% -$11.5K ﹤0.01% 253
2016
Q3 		$2.6M Sell
43,213
-1,263
-3% -$71.5K ﹤0.01% 241
2016
Q2 		$2.65M Sell
44,476
-190
-0.4% -$11.9K ﹤0.01% 237
2016
Q1 		$2.98M Buy
44,666
+20,725
+87% +$1.18M ﹤0.01% 218
2015
Q4 		$1.26M Buy
+23,941
New +$1.37M ﹤0.01% 276

Other funds holding HY

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's HY Position: Q4 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Hyster-Yale Materials Handling (HY) in Q4 2025, closing a stake of 62 shares — an estimated $2.29K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in HY in Q4 2015 and held it in 22 quarters. The position peaked at $4.45M in Q4 2017. 143 funds tracked by Wall St. Rank hold HY as of Q4 2025.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Hyster-Yale Materials Handling position as of Q4 2025 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 62 Hyster-Yale Materials Handling shares in Q4 2025, an estimated $2.29K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Hyster-Yale Materials Handling in Q4 2015 and held it in 22 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Hyster-Yale Materials Handling position peaked at $4.45M in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2025, filed 11 Feb 2026.