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

Column Capital 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
2023 Q3	$490	Sell	11 -15	-58%	-$694	﹤0.01%	756
2023 Q2	$1.45K	Hold	26	–	–	﹤0.01%	729
2023 Q1	$1.3K	Hold	26	–	–	﹤0.01%	753
2022 Q4	$658	Hold	26	–	–	﹤0.01%	783
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	682
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	685
2022 Q1	$1K	Hold	26	–	–	﹤0.01%	690
2021 Q4	$1K	Hold	26	–	–	﹤0.01%	722
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	680
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	631
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	617
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	604
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	637
2020 Q2	$1K	Sell	26 -6	-19%	-$224	﹤0.01%	744
2020 Q1	$1K	Hold	32	–	–	﹤0.01%	631
2019 Q4	$1K	Buy	+32	New	+$1.78K	﹤0.01%	665

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

Column Capital Advisors's HY Position: Q3 2023 in Review

Column Capital Advisors reduced its Hyster-Yale Materials Handling (HY) stake by 58% in Q3 2023, selling an estimated $694 and leaving 11 shares worth $490. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Column Capital Advisors first reported a position in HY in Q4 2019 and has held it in 16 quarters since. The position peaked at $2K in Q2 2021. 139 funds tracked by Wall St. Rank hold HY as of Q3 2023.

Column Capital Advisors held 11 shares of Hyster-Yale Materials Handling worth $490 as of Q3 2023.
Column Capital Advisors sold 15 Hyster-Yale Materials Handling shares in Q3 2023, an estimated $694.
Hyster-Yale Materials Handling made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #756 holding.
Column Capital Advisors first reported a position in Hyster-Yale Materials Handling in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Hyster-Yale Materials Handling position peaked at $2K in Q2 2021.
139 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.