Benjamin F. Edwards & Company’s Hyster-Yale Materials Handling HY Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$100K	Hold	1,433	–	–	﹤0.01%	1114
2024 Q1	$92K	Hold	1,433	–	–	﹤0.01%	1124
2023 Q4	$89K	Hold	1,433	–	–	﹤0.01%	1104
2023 Q3	$64K	Hold	1,433	–	–	﹤0.01%	1018
2023 Q2	$80K	Hold	1,433	–	–	﹤0.01%	958
2023 Q1	$71K	Hold	1,433	–	–	﹤0.01%	1005
2022 Q4	$36K	Hold	1,433	–	–	﹤0.01%	1160
2022 Q3	$31K	Hold	1,433	–	–	﹤0.01%	1165
2022 Q2	$46K	Hold	1,433	–	–	﹤0.01%	1057
2022 Q1	$48K	Sell	1,433 -1,567	-52%	-$61.9K	﹤0.01%	1042
2021 Q4	$123K	Hold	3,000	–	–	0.01%	836
2021 Q3	$151K	Hold	3,000	–	–	0.01%	754
2021 Q2	$219K	Hold	3,000	–	–	0.01%	626
2021 Q1	$261K	Hold	3,000	–	–	0.01%	609
2020 Q4	$179K	Hold	3,000	–	–	0.01%	675
2020 Q3	$111K	Hold	3,000	–	–	0.01%	717
2020 Q2	$116K	Hold	3,000	–	–	0.01%	697
2020 Q1	$120K	Hold	3,000	–	–	0.01%	638
2019 Q4	$177K	Hold	3,000	–	–	0.01%	627
2019 Q3	$164K	Hold	3,000	–	–	0.01%	608
2019 Q2	$166K	Hold	3,000	–	–	0.01%	573
2019 Q1	$187K	Hold	3,000	–	–	0.02%	515
2018 Q4	$186K	Hold	3,000	–	–	0.02%	503
2018 Q3	$185K	Hold	3,000	–	–	0.02%	546
2018 Q2	$193K	Hold	3,000	–	–	0.02%	518
2018 Q1	$210K	Hold	3,000	–	–	0.02%	496
2017 Q4	$255K	Hold	3,000	–	–	0.03%	437
2017 Q3	$229K	Hold	3,000	–	–	0.03%	430
2017 Q2	$211K	Hold	3,000	–	–	0.03%	426
2017 Q1	$169K	Hold	3,000	–	–	0.02%	441
2016 Q4	$191K	Hold	3,000	–	–	0.03%	373
2016 Q3	$180K	Hold	3,000	–	–	0.03%	346
2016 Q2	$178K	Hold	3,000	–	–	0.03%	327
2016 Q1	$200K	Hold	3,000	–	–	0.04%	307
2015 Q4	$157K	Hold	3,000	–	–	0.03%	341
2015 Q3	$173K	Hold	3,000	–	–	0.04%	325
2015 Q2	$208K	Hold	3,000	–	–	0.04%	339
2015 Q1	$220K	Hold	3,000	–	–	0.05%	325
2014 Q4	$220K	Hold	3,000	–	–	0.05%	287
2014 Q3	$215K	Hold	3,000	–	–	0.05%	294
2014 Q2	$266K	Hold	3,000	–	–	0.07%	257
2014 Q1	$293K	Hold	3,000	–	–	0.08%	223
2013 Q4	$279K	Hold	3,000	–	–	0.09%	207
2013 Q3	$269K	Hold	3,000	–	–	0.1%	190
2013 Q2	$188K	Buy	+3,000	New	+$176K	0.08%	220

Other funds holding HY

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Benjamin F. Edwards & Company's HY Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Hyster-Yale Materials Handling (HY) position steady in Q2 2024 at 1,433 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Benjamin F. Edwards & Company first reported a position in HY in Q2 2013 and has held it in 45 quarters since. The position peaked at $293K in Q1 2014. 175 funds tracked by Wall St. Rank hold HY as of Q2 2024.

Benjamin F. Edwards & Company held 1,433 shares of Hyster-Yale Materials Handling worth $100K as of Q2 2024.
Benjamin F. Edwards & Company left its Hyster-Yale Materials Handling share count unchanged in Q2 2024.
Hyster-Yale Materials Handling made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1114 holding.
Benjamin F. Edwards & Company first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's Hyster-Yale Materials Handling position peaked at $293K in Q1 2014.
175 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.