Campbell & Co Investment Adviser’s Hyster-Yale Materials Handling HY Stock Holding History

Campbell & Co Investment Adviser’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 Q4	–	Sell	-4,766	Closed	-$304K	–	1188
2024 Q3	$304K	Sell	4,766 -7,621	-62%	-$497K	0.02%	901
2024 Q2	$864K	Sell	12,387 -2,424	-16%	-$165K	0.07%	426
2024 Q1	$950K	Sell	14,811 -13,013	-47%	-$835K	0.08%	421
2023 Q4	$1.73M	Buy	27,824 +20,457	+278%	+$974K	0.16%	177
2023 Q3	$328K	Sell	7,367 -8,892	-55%	-$411K	0.04%	682
2023 Q2	$908K	Buy	+16,259	New	+$832K	0.16%	188

Other funds holding HY

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Campbell & Co Investment Adviser's HY Position: Q4 2024 in Review

Campbell & Co Investment Adviser sold out of Hyster-Yale Materials Handling (HY) in Q4 2024, closing a stake of 4,766 shares — an estimated $304K sold.

Campbell & Co Investment Adviser first reported a position in HY in Q2 2023 and held it in 6 quarters. The position peaked at $1.73M in Q4 2023. 181 funds tracked by Wall St. Rank hold HY as of Q4 2024.

Campbell & Co Investment Adviser reported no remaining Hyster-Yale Materials Handling position as of Q4 2024 after selling out during the quarter.
Campbell & Co Investment Adviser sold 4,766 Hyster-Yale Materials Handling shares in Q4 2024, an estimated $304K.
Campbell & Co Investment Adviser first reported a position in Hyster-Yale Materials Handling in Q2 2023 and held it in 6 quarters.
Campbell & Co Investment Adviser's Hyster-Yale Materials Handling position peaked at $1.73M in Q4 2023.
181 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2024.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2024, filed 10 Feb 2025.