Commonwealth Equity Services
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Commonwealth Equity Services’s Hyster-Yale Materials Handling HY Stock Holding History

Commonwealth Equity Services’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
-8,126
Closed -$518K – 4150
2024
Q3 		$518K Buy
8,126
+510
+7% +$33.3K ﹤0.01% 2866
2024
Q2 		$531K Buy
+7,616
New +$520K ﹤0.01% 2786
2019
Q1 		– Sell
-4,290
Closed -$265K – 2764
2018
Q4 		$265K Buy
+4,290
New +$267K ﹤0.01% 2116

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services's HY Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Hyster-Yale Materials Handling (HY) in Q4 2024, closing a stake of 8,126 shares — an estimated $518K sold.

Commonwealth Equity Services first reported a position in HY in Q4 2018 and held it in 3 quarters. The position peaked at $531K in Q2 2024. 181 funds tracked by Wall St. Rank hold HY as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Hyster-Yale Materials Handling position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 8,126 Hyster-Yale Materials Handling shares in Q4 2024, an estimated $518K.
  • Commonwealth Equity Services first reported a position in Hyster-Yale Materials Handling in Q4 2018 and held it in 3 quarters.
  • Commonwealth Equity Services's Hyster-Yale Materials Handling position peaked at $531K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.