Dimensional Fund Advisors
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Dimensional Fund Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Dimensional Fund Advisors’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 		$19.1M Buy
587,683
+28,642
+5% +$983K ﹤0.01% 2000
2025
Q4 		$16.6M Sell
559,041
-17,468
-3% -$576K ﹤0.01% 2067
2025
Q3 		$21.2M Buy
576,509
+3,935
+0.7% +$153K ﹤0.01% 1956
2025
Q2 		$22.8M Buy
572,574
+35,947
+7% +$1.43M 0.01% 1908
2025
Q1 		$22.3M Buy
536,627
+20,818
+4% +$1.04M 0.01% 1893
2024
Q4 		$26.3M Buy
515,809
+5,366
+1% +$314K 0.01% 1873
2024
Q3 		$32.6M Buy
510,443
+5,971
+1% +$390K 0.01% 1752
2024
Q2 		$35.2M Sell
504,472
-5,868
-1% -$400K 0.01% 1681
2024
Q1 		$32.7M Buy
510,340
+8,079
+2% +$518K 0.01% 1726
2023
Q4 		$31.2M Sell
502,261
-14,928
-3% -$711K 0.01% 1748
2023
Q3 		$23.1M Sell
517,189
-10,444
-2% -$483K 0.01% 1843
2023
Q2 		$29.5M Sell
527,633
-52,558
-9% -$2.69M 0.01% 1714
2023
Q1 		$28.9M Sell
580,191
-58,116
-9% -$2.13M 0.01% 1709
2022
Q4 		$16.2K Sell
638,307
-43,807
-6% -$1.22M ﹤0.01% 1967
2022
Q3 		$14.7M Sell
682,114
-29,967
-4% -$934K 0.01% 1984
2022
Q2 		$22.9M Sell
712,081
-10,856
-2% -$369K 0.01% 1780
2022
Q1 		$24M Buy
722,937
+533
+0.1% +$21.1K 0.01% 1876
2021
Q4 		$29.7M Sell
722,404
-23,919
-3% -$1.04M 0.01% 1771
2021
Q3 		$37.5M Sell
746,323
-18,160
-2% -$1.12M 0.01% 1621
2021
Q2 		$55.8M Sell
764,483
-10,821
-1% -$840K 0.02% 1349
2021
Q1 		$67.5M Sell
775,304
-18,184
-2% -$1.59M 0.02% 1164
2020
Q4 		$47.3M Sell
793,488
-8,852
-1% -$447K 0.02% 1412
2020
Q3 		$29.8M Sell
802,340
-1,001
-0.1% -$39.4K 0.01% 1609
2020
Q2 		$31.1M Buy
803,341
+8,824
+1% +$329K 0.01% 1581
2020
Q1 		$31.9M Sell
794,517
-30,980
-4% -$1.56M 0.02% 1421
2019
Q4 		$48.7M Sell
825,497
-25,105
-3% -$1.4M 0.02% 1469
2019
Q3 		$46.6M Sell
850,602
-56,290
-6% -$3.13M 0.02% 1451
2019
Q2 		$50.1M Sell
906,892
-47,507
-5% -$2.65M 0.02% 1429
2019
Q1 		$59.5M Sell
954,399
-36,756
-4% -$2.49M 0.02% 1207
2018
Q4 		$61.4M Buy
991,155
+16,705
+2% +$1.04M 0.03% 1010
2018
Q3 		$60M Buy
974,450
+23,774
+3% +$1.5M 0.02% 1253
2018
Q2 		$61.1M Buy
950,676
+34,490
+4% +$2.4M 0.02% 1182
2018
Q1 		$64.1M Sell
916,186
-2,368
-0.3% -$187K 0.03% 1054
2017
Q4 		$78.2M Sell
918,554
-4,273
-0.5% -$352K 0.03% 823
2017
Q3 		$70.5M Sell
922,827
-4,983
-0.5% -$350K 0.03% 898
2017
Q2 		$65.2M Buy
927,810
+18,840
+2% +$1.28M 0.03% 923
2017
Q1 		$51.3M Buy
908,970
+37,588
+4% +$2.28M 0.02% 1157
2016
Q4 		$55.6M Buy
871,382
+6,769
+0.8% +$417K 0.03% 1017
2016
Q3 		$52M Sell
864,613
-141
-0% -$7.99K 0.03% 991
2016
Q2 		$51.4M Buy
864,754
+22,090
+3% +$1.39M 0.03% 942
2016
Q1 		$56.1M Buy
842,664
+9,627
+1% +$546K 0.03% 793
2015
Q4 		$43.7M Buy
833,037
+18,667
+2% +$1.07M 0.03% 992
2015
Q3 		$47.1M Buy
814,370
+18,081
+2% +$1.15M 0.03% 854
2015
Q2 		$55.2M Sell
796,289
-10,037
-1% -$730K 0.03% 768
2015
Q1 		$59.1M Buy
806,326
+8,531
+1% +$577K 0.04% 677
2014
Q4 		$58.4M Sell
797,795
-21,145
-3% -$1.57M 0.04% 628
2014
Q3 		$58.7M Sell
818,940
-16,460
-2% -$1.31M 0.04% 564
2014
Q2 		$74M Buy
835,400
+28
+0% +$2.54K 0.05% 447
2014
Q1 		$81.4M Sell
835,372
-31,258
-4% -$2.94M 0.06% 361
2013
Q4 		$80.7M Sell
866,630
-440
-0.1% -$38.3K 0.06% 353
2013
Q3 		$77.8M Buy
867,070
+5,606
+0.7% +$429K 0.07% 320
2013
Q2 		$54.1M Buy
+861,464
New +$50.6M 0.05% 444

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

Dimensional Fund Advisors's HY Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Hyster-Yale Materials Handling (HY) stake by 5.1% in Q1 2026, buying an estimated $983K and bringing the position to 587,683 shares worth $19.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Dimensional Fund Advisors first reported a position in HY in Q2 2013 and has held it in 52 quarters since. The position peaked at $81.4M in Q1 2014. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Dimensional Fund Advisors held 587,683 shares of Hyster-Yale Materials Handling worth $19.1M as of Q1 2026.
  • Dimensional Fund Advisors bought 28,642 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $983K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2000 holding.
  • Dimensional Fund Advisors first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Hyster-Yale Materials Handling position peaked at $81.4M in Q1 2014.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.