DePrince Race & Zollo Inc (DRZ)’s Hyster-Yale Materials Handling HY Stock Holding History

DePrince Race & Zollo Inc (DRZ)’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	$8.7M	Buy	+267,479	New	+$9.18M	0.16%	135
2021 Q3	–	Sell	-75,499	Closed	-$5.51M	–	214
2021 Q2	$5.51M	Sell	75,499 -2,319	-3%	-$180K	0.14%	172
2021 Q1	$6.78M	Sell	77,818 -114,122	-59%	-$9.98M	0.18%	157
2020 Q4	$11.4M	Sell	191,940 -23,379	-11%	-$1.18M	0.36%	123
2020 Q3	$8M	Buy	215,319 +69,815	+48%	+$2.75M	0.3%	131
2020 Q2	$5.63M	Buy	145,504 +67,250	+86%	+$2.51M	0.22%	141
2020 Q1	$3.14M	Buy	+78,254	New	+$3.94M	0.14%	154

Other funds holding HY

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ)'s HY Position: Q1 2026 in Review

DePrince Race & Zollo Inc (DRZ) opened a new position in Hyster-Yale Materials Handling (HY) in Q1 2026: 267,479 shares worth $8.7M. The stake represents 0.16% of the portfolio and ranks #135 among its holdings. This is a return to the name: DePrince Race & Zollo Inc (DRZ) previously reported a position in HY as recently as Q2 2021.

DePrince Race & Zollo Inc (DRZ) first reported a position in HY in Q1 2020 and has held it in 7 quarters since. The position peaked at $11.4M in Q4 2020. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

DePrince Race & Zollo Inc (DRZ) held 267,479 shares of Hyster-Yale Materials Handling worth $8.7M as of Q1 2026.
Hyster-Yale Materials Handling was a new DePrince Race & Zollo Inc (DRZ) position in Q1 2026.
Hyster-Yale Materials Handling made up 0.16% of DePrince Race & Zollo Inc (DRZ)'s portfolio in Q1 2026, its #135 holding.
DePrince Race & Zollo Inc (DRZ) first reported a position in Hyster-Yale Materials Handling in Q1 2020 and has held it in 7 quarters since.
DePrince Race & Zollo Inc (DRZ)'s Hyster-Yale Materials Handling position peaked at $11.4M in Q4 2020.
148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on DePrince Race & Zollo Inc (DRZ)'s 13F filing for Q1 2026, filed 24 Apr 2026.