Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Cambridge Investment Research Advisors’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
2022
Q2 		– Sell
-12,596
Closed -$418K – 3132
2022
Q1 		$418K Buy
+12,596
New +$498K ﹤0.01% 2248
2015
Q3 		– Sell
-2,905
Closed -$201K – 1529
2015
Q2 		$201K Buy
2,905
+50
+2% +$3.64K 0.01% 1284
2015
Q1 		$209K Buy
+2,855
New +$193K 0.01% 1224

Other funds holding HY

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambridge Investment Research Advisors's HY Position: Q2 2022 in Review

Cambridge Investment Research Advisors sold out of Hyster-Yale Materials Handling (HY) in Q2 2022, closing a stake of 12,596 shares — an estimated $418K sold.

Cambridge Investment Research Advisors first reported a position in HY in Q1 2015 and held it in 3 quarters. The position peaked at $418K in Q1 2022. 99 funds tracked by Wall St. Rank hold HY as of Q2 2022.

  • Cambridge Investment Research Advisors reported no remaining Hyster-Yale Materials Handling position as of Q2 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,596 Hyster-Yale Materials Handling shares in Q2 2022, an estimated $418K.
  • Cambridge Investment Research Advisors first reported a position in Hyster-Yale Materials Handling in Q1 2015 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Hyster-Yale Materials Handling position peaked at $418K in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.