CAPTRUST Financial Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

CAPTRUST Financial 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 Q3	–	Sell	-153	Closed	-$5K	–	2967
2022 Q2	$5K	Sell	153 -16	-9%	-$544	﹤0.01%	4088
2022 Q1	$6K	Sell	169 -342	-67%	-$13.5K	﹤0.01%	4066
2021 Q4	$21K	Buy	511 +350	+217%	+$15.3K	﹤0.01%	3252
2021 Q3	$8K	Sell	161 -7	-4%	-$430	﹤0.01%	3733
2021 Q2	$12K	Hold	168	–	–	﹤0.01%	3440
2021 Q1	$15K	Buy	168 +18	+12%	+$1.57K	﹤0.01%	3191
2020 Q4	$9K	Buy	+150	New	+$7.57K	﹤0.01%	2617

Other funds holding HY

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors's HY Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Hyster-Yale Materials Handling (HY) in Q3 2022, closing a stake of 153 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in HY in Q4 2020 and held it in 7 quarters. The position peaked at $21K in Q4 2021. 91 funds tracked by Wall St. Rank hold HY as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining Hyster-Yale Materials Handling position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 153 Hyster-Yale Materials Handling shares in Q3 2022, an estimated $5K.
CAPTRUST Financial Advisors first reported a position in Hyster-Yale Materials Handling in Q4 2020 and held it in 7 quarters.
CAPTRUST Financial Advisors's Hyster-Yale Materials Handling position peaked at $21K in Q4 2021.
91 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.