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Cornercap Investment Counsel’s Hyster-Yale Materials Handling HY Stock Holding History

Cornercap Investment Counsel’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
Q3 		– Sell
-21,206
Closed -$1.48M – 586
2024
Q2 		$1.48M Sell
21,206
-192
-0.9% -$13.1K 0.24% 110
2024
Q1 		$1.37M Hold
21,398
– – 0.21% 131
2023
Q4 		$1.33M Buy
21,398
+163
+0.8% +$7.76K 0.22% 124
2023
Q3 		$947K Buy
+21,235
New +$983K 0.17% 228
2016
Q1 		– Sell
-7,495
Closed -$393K – 372
2015
Q4 		$393K Hold
7,495
– – 0.07% 290
2015
Q3 		$433K Buy
7,495
+850
+13% +$54.2K 0.09% 211
2015
Q2 		$460K Hold
6,645
– – 0.08% 231
2015
Q1 		$487K Buy
6,645
+2,040
+44% +$138K 0.09% 149
2014
Q4 		$337K Buy
+4,605
New +$343K 0.06% 286
2014
Q3 		– Sell
-4,600
Closed -$407K – 277
2014
Q2 		$407K Buy
+4,600
New +$417K 0.07% 195

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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