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Dmitry Balyasny’s Hyster-Yale Materials Handling HY Stock Holding History

Dmitry Balyasny’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
2025
Q2 		– Sell
-23,150
Closed -$962K – 3058
2025
Q1 		$962K Buy
23,150
+11,641
+101% +$579K ﹤0.01% 2007
2024
Q4 		$586K Buy
11,509
+3,054
+36% +$178K ﹤0.01% 2142
2024
Q3 		$539K Sell
8,455
-1,512
-15% -$98.6K ﹤0.01% 2225
2024
Q2 		$695K Buy
+9,967
New +$680K ﹤0.01% 1934
2024
Q1 		– Sell
-10,747
Closed -$668K – 2827
2023
Q4 		$668K Buy
+10,747
New +$512K ﹤0.01% 1833
2018
Q3 		– Sell
-5,034
Closed -$323K – 1829
2018
Q2 		$323K Sell
5,034
-400
-7% -$27.8K ﹤0.01% 1493
2018
Q1 		$380K Buy
+5,434
New +$430K ﹤0.01% 1535
2017
Q4 		– Sell
-5,434
Closed -$415K – 2162
2017
Q3 		$415K Buy
+5,434
New +$381K ﹤0.01% 1416

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dmitry Balyasny's HY Position: Q2 2025 in Review

Dmitry Balyasny sold out of Hyster-Yale Materials Handling (HY) in Q2 2025, closing a stake of 23,150 shares — an estimated $962K sold.

Dmitry Balyasny first reported a position in HY in Q3 2017 and held it in 8 quarters. The position peaked at $962K in Q1 2025. 161 funds tracked by Wall St. Rank hold HY as of Q2 2025.

  • Dmitry Balyasny reported no remaining Hyster-Yale Materials Handling position as of Q2 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 23,150 Hyster-Yale Materials Handling shares in Q2 2025, an estimated $962K.
  • Dmitry Balyasny first reported a position in Hyster-Yale Materials Handling in Q3 2017 and held it in 8 quarters.
  • Dmitry Balyasny's Hyster-Yale Materials Handling position peaked at $962K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2025.

Based on Balyasny Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.