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Bridgeway Capital Management’s Hyster-Yale Materials Handling HY Stock Holding History

Bridgeway Capital Management’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
2026
Q2 		$3.64M Buy
103,753
+2,728
+3% +$99.1K 0.06% 376
2026
Q1 		$3.28M Buy
101,025
+6,416
+7% +$220K 0.07% 361
2025
Q4 		$2.81M Buy
94,609
+6,408
+7% +$211K 0.06% 416
2025
Q3 		$3.25M Buy
88,201
+6,812
+8% +$266K 0.07% 379
2025
Q2 		$3.24M Buy
81,389
+12,688
+18% +$506K 0.08% 358
2025
Q1 		$2.85M Buy
68,701
+39,302
+134% +$1.95M 0.07% 389
2024
Q4 		$1.5M Buy
+29,399
New +$1.72M 0.03% 586
2022
Q1 		– Sell
-64,600
Closed -$2.65M – 1332
2021
Q4 		$2.65M Hold
64,600
– – 0.05% 517
2021
Q3 		$3.25M Hold
64,600
– – 0.06% 438
2021
Q2 		$4.71M Hold
64,600
– – 0.08% 329
2021
Q1 		$5.63M Hold
64,600
– – 0.11% 264
2020
Q4 		$3.85M Buy
64,600
+15,000
+30% +$757K 0.08% 304
2020
Q3 		$1.84M Buy
+49,600
New +$1.95M 0.04% 459
2019
Q3 		– Sell
-5,000
Closed -$276K – 1342
2019
Q2 		$276K Sell
5,000
-17,200
-77% -$960K ﹤0.01% 1116
2019
Q1 		$1.38M Hold
22,200
– – 0.02% 650
2018
Q4 		$1.38M Hold
22,200
– – 0.02% 624
2018
Q3 		$1.37M Hold
22,200
– – 0.01% 753
2018
Q2 		$1.43M Buy
+22,200
New +$1.54M 0.01% 741
2018
Q1 		– Sell
-2,700
Closed -$230K – 1405
2017
Q4 		$230K Hold
2,700
– – ﹤0.01% 1258
2017
Q3 		$206K Buy
+2,700
New +$190K ﹤0.01% 1277
2014
Q3 		– Sell
-2,950
Closed -$261K – 1494
2014
Q2 		$261K Buy
2,950
+250
+9% +$22.7K 0.01% 1286
2014
Q1 		$263K Sell
2,700
-250
-8% -$23.5K 0.01% 1276
2013
Q4 		$275K Hold
2,950
– – 0.01% 1243
2013
Q3 		$265K Buy
+2,950
New +$226K 0.01% 1251

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bridgeway Capital Management's HY Position: Q2 2026 in Review

Bridgeway Capital Management increased its Hyster-Yale Materials Handling (HY) stake by 2.7% in Q2 2026, buying an estimated $99.1K and bringing the position to 103,753 shares worth $3.64M. The position accounts for 0.06% of the portfolio, ranked #376.

Bridgeway Capital Management first reported a position in HY in Q3 2013 and has held it in 24 quarters since. The position peaked at $5.63M in Q1 2021. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Bridgeway Capital Management held 103,753 shares of Hyster-Yale Materials Handling worth $3.64M as of Q2 2026.
  • Bridgeway Capital Management bought 2,728 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $99.1K.
  • Hyster-Yale Materials Handling made up 0.06% of Bridgeway Capital Management's portfolio in Q2 2026, its #376 holding.
  • Bridgeway Capital Management first reported a position in Hyster-Yale Materials Handling in Q3 2013 and has held it in 24 quarters since.
  • Bridgeway Capital Management's Hyster-Yale Materials Handling position peaked at $5.63M in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Bridgeway Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.