EAM Investors’s Hyster-Yale Materials Handling HY Stock Holding History

EAM Investors’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
2023 Q3	–	Sell	-29,177	Closed	-$1.63M	–	323
2023 Q2	$1.63M	Hold	29,177	–	–	0.3%	161
2023 Q1	$1.46M	Buy	+29,177	New	+$1.07M	0.29%	179
2014 Q3	–	Sell	-13,938	Closed	-$1.23M	–	333
2014 Q2	$1.23M	Buy	13,938 +833	+6%	+$75.6K	0.23%	232
2014 Q1	$1.28M	Sell	13,105 -688	-5%	-$64.6K	0.23%	232
2013 Q4	$1.28M	Buy	13,793 +1,146	+9%	+$99.8K	0.23%	223
2013 Q3	$1.13M	Buy	+12,647	New	+$969K	0.23%	204

Other funds holding HY

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

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

EAM Investors's HY Position: Q3 2023 in Review

EAM Investors sold out of Hyster-Yale Materials Handling (HY) in Q3 2023, closing a stake of 29,177 shares — an estimated $1.63M sold.

EAM Investors first reported a position in HY in Q3 2013 and held it in 6 quarters. The position peaked at $1.63M in Q2 2023. 139 funds tracked by Wall St. Rank hold HY as of Q3 2023.

EAM Investors reported no remaining Hyster-Yale Materials Handling position as of Q3 2023 after selling out during the quarter.
EAM Investors sold 29,177 Hyster-Yale Materials Handling shares in Q3 2023, an estimated $1.63M.
EAM Investors first reported a position in Hyster-Yale Materials Handling in Q3 2013 and held it in 6 quarters.
EAM Investors's Hyster-Yale Materials Handling position peaked at $1.63M in Q2 2023.
139 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2023.

Based on EAM Investors's 13F filing for Q3 2023, filed 13 Nov 2023.