Beacon Capital Management LLC (Tennessee)’s Hyster-Yale Materials Handling HY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q1	–	Sell	-78	Closed	-$3.48K	–	1106
2023 Q4	$3.48K	Hold	78	–	–	﹤0.01%	709
2023 Q3	$4.36K	Hold	78	–	–	﹤0.01%	726
2023 Q2	$4.36K	Hold	78	–	–	﹤0.01%	726
2023 Q1	$3.89K	Sell	78 -19	-20%	-$696	﹤0.01%	679
2022 Q4	$2.46K	Buy	+97	New	+$2.7K	﹤0.01%	764

Other funds holding HY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HY Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Hyster-Yale Materials Handling (HY) in Q1 2024, closing a stake of 78 shares — an estimated $3.48K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HY in Q4 2022 and held it in 5 quarters. The position peaked at $4.36K in Q3 2023. 164 funds tracked by Wall St. Rank hold HY as of Q1 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining Hyster-Yale Materials Handling position as of Q1 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 78 Hyster-Yale Materials Handling shares in Q1 2024, an estimated $3.48K.
Beacon Capital Management LLC (Tennessee) first reported a position in Hyster-Yale Materials Handling in Q4 2022 and held it in 5 quarters.
Beacon Capital Management LLC (Tennessee)'s Hyster-Yale Materials Handling position peaked at $4.36K in Q3 2023.
164 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.