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

Capital Performance 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
2024
Q4 		– Sell
-9
Closed -$574 – 1299
2024
Q3 		$574 Buy
+9
New +$587 ﹤0.01% 2186

Other funds holding HY

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Performance Advisors's HY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Hyster-Yale Materials Handling (HY) in Q4 2024, closing a stake of 9 shares — an estimated $574 sold.

Capital Performance Advisors first reported a position in HY in Q3 2024 and held it in 1 quarter. The position peaked at $574 in Q3 2024. 181 funds tracked by Wall St. Rank hold HY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Hyster-Yale Materials Handling position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 9 Hyster-Yale Materials Handling shares in Q4 2024, an estimated $574.
  • Capital Performance Advisors first reported a position in Hyster-Yale Materials Handling in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Hyster-Yale Materials Handling position peaked at $574 in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.