Blue Trust Inc
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Blue Trust Inc’s Hyster-Yale Materials Handling HY Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-67
Closed -$2.67K – 2618
2025
Q2 		$2.67K Buy
67
+2
+3% +$80 ﹤0.01% 2094
2025
Q1 		$2.7K Buy
65
+15
+30% +$746 ﹤0.01% 2190
2024
Q4 		$2.55K Buy
50
+10
+25% +$584 ﹤0.01% 2184
2024
Q3 		$2.79K Buy
40
+9
+29% +$587 ﹤0.01% 2518
2024
Q2 		$1.99K Buy
31
+4
+15% +$273 ﹤0.01% 2444
2024
Q1 		$1.73K Sell
27
-20
-43% -$1.28K ﹤0.01% 1850
2023
Q4 		$2K Buy
47
+35
+292% +$1.67K ﹤0.01% 2154
2023
Q3 		$1K Buy
+12
New +$555 ﹤0.01% 1924
2023
Q2 		– Sell
-103
Closed -$3K – 2252
2023
Q1 		$3K Buy
103
+5
+5% +$183 ﹤0.01% 1922
2022
Q4 		$2K Buy
98
+39
+66% +$1.09K ﹤0.01% 1929
2022
Q3 		$2K Buy
59
+16
+37% +$499 ﹤0.01% 1789
2022
Q2 		$1K Buy
+43
New +$1.46K ﹤0.01% 1786

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
GAMCO Investors
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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Blue Trust Inc's HY Position: Q3 2025 in Review

Blue Trust Inc sold out of Hyster-Yale Materials Handling (HY) in Q3 2025, closing a stake of 67 shares — an estimated $2.67K sold.

Blue Trust Inc first reported a position in HY in Q2 2022 and held it in 12 quarters. The position peaked at $3K in Q1 2023. 157 funds tracked by Wall St. Rank hold HY as of Q3 2025.

  • Blue Trust Inc reported no remaining Hyster-Yale Materials Handling position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 67 Hyster-Yale Materials Handling shares in Q3 2025, an estimated $2.67K.
  • Blue Trust Inc first reported a position in Hyster-Yale Materials Handling in Q2 2022 and held it in 12 quarters.
  • Blue Trust Inc's Hyster-Yale Materials Handling position peaked at $3K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.