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Capital Advisors Ltd’s Hyster-Yale Materials Handling HY Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-11
Closed – – 1449
2025
Q3 		$0 Buy
+11
New +$429 ﹤0.01% 1449

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capital Advisors Ltd's HY Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Hyster-Yale Materials Handling (HY) in Q4 2025, closing a stake of 11 shares.

Capital Advisors Ltd first reported a position in HY in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 143 funds tracked by Wall St. Rank hold HY as of Q4 2025.

  • Capital Advisors Ltd reported no remaining Hyster-Yale Materials Handling position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 11 Hyster-Yale Materials Handling shares in Q4 2025.
  • Capital Advisors Ltd first reported a position in Hyster-Yale Materials Handling in Q3 2025 and held it in 1 quarter.
  • Capital Advisors Ltd's Hyster-Yale Materials Handling position peaked at $0 in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.