Diversified Trust
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Diversified Trust’s Hyster-Yale Materials Handling HY Stock Holding History

Diversified Trust’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
Q3 		– Sell
-3,012
Closed -$210K – 938
2024
Q2 		$210K Buy
+3,012
New +$206K 0.01% 777

Other funds holding HY

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversified Trust's HY Position: Q3 2024 in Review

Diversified Trust sold out of Hyster-Yale Materials Handling (HY) in Q3 2024, closing a stake of 3,012 shares — an estimated $210K sold.

Diversified Trust first reported a position in HY in Q2 2024 and held it in 1 quarter. The position peaked at $210K in Q2 2024. 183 funds tracked by Wall St. Rank hold HY as of Q3 2024.

  • Diversified Trust reported no remaining Hyster-Yale Materials Handling position as of Q3 2024 after selling out during the quarter.
  • Diversified Trust sold 3,012 Hyster-Yale Materials Handling shares in Q3 2024, an estimated $210K.
  • Diversified Trust first reported a position in Hyster-Yale Materials Handling in Q2 2024 and held it in 1 quarter.
  • Diversified Trust's Hyster-Yale Materials Handling position peaked at $210K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2024.

Based on Diversified Trust's 13F filing for Q3 2024, filed 7 Oct 2024.