CAM
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Cresset Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Cresset Asset Management’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
Q2 		– Sell
-10,874
Closed -$698K – 2135
2024
Q1 		$698K Buy
10,874
+125
+1% +$8.02K ﹤0.01% 1173
2023
Q4 		$669K Sell
10,749
-32
-0.3% -$1.52K ﹤0.01% 1073
2023
Q3 		$481K Buy
10,781
+884
+9% +$40.9K ﹤0.01% 1202
2023
Q2 		$553K Buy
+9,897
New +$506K ﹤0.01% 1230
2021
Q3 		– Sell
-3,896
Closed -$284K – 1120
2021
Q2 		$284K Buy
3,896
+1,310
+51% +$102K ﹤0.01% 802
2021
Q1 		$226K Buy
+2,586
New +$226K ﹤0.01% 810

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return