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Counterpoint Mutual Funds’s Hyster-Yale Materials Handling HY Stock Holding History

Counterpoint Mutual Funds’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
Q4 		– Sell
-3,972
Closed -$85K – 367
2022
Q3 		$85K Buy
+3,972
New +$124K 0.21% 230

Other funds holding HY

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Counterpoint Mutual Funds's HY Position: Q4 2022 in Review

Counterpoint Mutual Funds sold out of Hyster-Yale Materials Handling (HY) in Q4 2022, closing a stake of 3,972 shares — an estimated $85K sold.

Counterpoint Mutual Funds first reported a position in HY in Q3 2022 and held it in 1 quarter. The position peaked at $85K in Q3 2022. 105 funds tracked by Wall St. Rank hold HY as of Q4 2022.

  • Counterpoint Mutual Funds reported no remaining Hyster-Yale Materials Handling position as of Q4 2022 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 3,972 Hyster-Yale Materials Handling shares in Q4 2022, an estimated $85K.
  • Counterpoint Mutual Funds first reported a position in Hyster-Yale Materials Handling in Q3 2022 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Hyster-Yale Materials Handling position peaked at $85K in Q3 2022.
  • 105 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2022.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2022, filed 19 Jan 2023.