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Covestor’s Hyster-Yale Materials Handling HY Stock Holding History

Covestor’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 		$0 Buy
5
+3
+150% +$103 ﹤0.01% 2495
2025
Q4 		$0 Hold
2
– – ﹤0.01% 2470
2025
Q3 		$0 Sell
2
-768
-100% -$30K ﹤0.01% 2492
2025
Q2 		$31K Buy
770
+87
+13% +$3.47K 0.02% 1081
2025
Q1 		$28K Buy
683
+183
+37% +$9.1K 0.02% 1070
2024
Q4 		$26K Buy
500
+71
+17% +$4.15K 0.02% 1095
2024
Q3 		$27K Buy
429
+427
+21,350% +$27.9K 0.02% 1101
2024
Q2 		$0 Hold
2
– – ﹤0.01% 2456
2024
Q1 		$0 Buy
2
+1
+100% +$64 ﹤0.01% 2453
2023
Q4 		$0 Buy
+1
New +$48 ﹤0.01% 2377
2022
Q1 		– Sell
-12
Closed -$1K – 2252
2021
Q4 		$1K Buy
+12
New +$524 ﹤0.01% 1783

Other funds holding HY

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return