CFD
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Creative Financial Designs’s Hyster-Yale Materials Handling HY Stock Holding History

Creative Financial Designs’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
2025
Q3 		– Sell
-17
Closed -$676 – 2084
2025
Q2 		$676 Hold
17
– – ﹤0.01% 1859
2025
Q1 		$706 Buy
+17
New +$845 ﹤0.01% 1855

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Financial Designs's HY Position: Q3 2025 in Review

Creative Financial Designs sold out of Hyster-Yale Materials Handling (HY) in Q3 2025, closing a stake of 17 shares — an estimated $676 sold.

Creative Financial Designs first reported a position in HY in Q1 2025 and held it in 2 quarters. The position peaked at $706 in Q1 2025. 157 funds tracked by Wall St. Rank hold HY as of Q3 2025.

  • Creative Financial Designs reported no remaining Hyster-Yale Materials Handling position as of Q3 2025 after selling out during the quarter.
  • Creative Financial Designs sold 17 Hyster-Yale Materials Handling shares in Q3 2025, an estimated $676.
  • Creative Financial Designs first reported a position in Hyster-Yale Materials Handling in Q1 2025 and held it in 2 quarters.
  • Creative Financial Designs's Hyster-Yale Materials Handling position peaked at $706 in Q1 2025.
  • 157 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.