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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Cresset Asset Management's HY Position: Q2 2024 in Review

Cresset Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q2 2024, closing a stake of 10,874 shares — an estimated $698K sold.

Cresset Asset Management first reported a position in HY in Q1 2021 and held it in 6 quarters. The position peaked at $698K in Q1 2024. 175 funds tracked by Wall St. Rank hold HY as of Q2 2024.

Cresset Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q2 2024 after selling out during the quarter.
Cresset Asset Management sold 10,874 Hyster-Yale Materials Handling shares in Q2 2024, an estimated $698K.
Cresset Asset Management first reported a position in Hyster-Yale Materials Handling in Q1 2021 and held it in 6 quarters.
Cresset Asset Management's Hyster-Yale Materials Handling position peaked at $698K in Q1 2024.
175 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2024.

Based on Cresset Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.