Citadel Advisors
HY icon

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

Citadel 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
2026
Q1 		– Sell
-9,500
Closed -$282K – 13531
2025
Q4 		$282K Buy
9,500
+2,400
+34% +$79.1K ﹤0.01% 10275
2025
Q3 		$262K Buy
+7,100
New +$277K ﹤0.01% 10661
2025
Q2 		– Sell
-100
Closed -$4.15K – 13629
2025
Q1 		$4.15K Sell
100
-3,800
-97% -$189K ﹤0.01% 13913
2024
Q4 		$199K Sell
3,900
-1,300
-25% -$76K ﹤0.01% 10475
2024
Q3 		$332K Sell
5,200
-700
-12% -$45.7K ﹤0.01% 9122
2024
Q2 		$411K Buy
5,900
+1,700
+40% +$116K ﹤0.01% 8456
2024
Q1 		$270K Buy
4,200
+3,300
+367% +$212K ﹤0.01% 9702
2023
Q4 		$56K Sell
900
-700
-44% -$33.3K ﹤0.01% 11666
2023
Q3 		$71.3K Sell
1,600
-200
-11% -$9.26K ﹤0.01% 11310
2023
Q2 		$101K Sell
1,800
-400
-18% -$20.5K ﹤0.01% 10930
2023
Q1 		$110K Sell
2,200
-300
-12% -$11K ﹤0.01% 11116
2022
Q4 		$63.3K Sell
2,500
-10,100
-80% -$281K ﹤0.01% 11848
2022
Q3 		$271K Buy
12,600
+4,500
+56% +$140K ﹤0.01% 9787
2022
Q2 		$261K Sell
8,100
-27,500
-77% -$936K ﹤0.01% 10128
2022
Q1 		$1.18M Buy
35,600
+8,200
+30% +$324K ﹤0.01% 7326
2021
Q4 		$1.13M Buy
27,400
+17,800
+185% +$777K ﹤0.01% 7663
2021
Q3 		$483K Buy
9,600
+6,800
+243% +$418K ﹤0.01% 9955
2021
Q2 		$204K Buy
+2,800
New +$217K ﹤0.01% 12117

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Citadel Advisors's HY Position: Q2 2026 in Review

Citadel Advisors reduced its Hyster-Yale Materials Handling (HY) stake by 17% in Q2 2026, selling an estimated $221K and leaving 30,016 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #8077.

Citadel Advisors first reported a position in HY in Q3 2013 and has held it in 41 quarters since. The position peaked at $5.61M in Q1 2023. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Citadel Advisors held 30,016 shares of Hyster-Yale Materials Handling worth $1.05M as of Q2 2026.
  • Citadel Advisors sold 6,096 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $221K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8077 holding.
  • Citadel Advisors first reported a position in Hyster-Yale Materials Handling in Q3 2013 and has held it in 41 quarters since.
  • Citadel Advisors's Hyster-Yale Materials Handling position peaked at $5.61M in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.