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EFG Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

EFG Asset Management’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
Q4 		– Sell
-17,348
Closed -$1.11M – 188
2024
Q3 		$1.11M Sell
17,348
-4,314
-20% -$281K 0.18% 172
2024
Q2 		$1.51M Sell
21,662
-4,648
-18% -$317K 0.26% 150
2024
Q1 		$1.69M Sell
26,310
-3,040
-10% -$195K 0.29% 145
2023
Q4 		$1.83M Buy
29,350
+6,296
+27% +$300K 0.35% 113
2023
Q3 		$1.03M Buy
23,054
+7,767
+51% +$359K 0.24% 140
2023
Q2 		$853K Buy
+15,287
New +$782K 0.18% 169

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
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
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
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

EFG Asset Management's HY Position: Q4 2024 in Review

EFG Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2024, closing a stake of 17,348 shares — an estimated $1.11M sold.

EFG Asset Management first reported a position in HY in Q2 2023 and held it in 6 quarters. The position peaked at $1.83M in Q4 2023. 181 funds tracked by Wall St. Rank hold HY as of Q4 2024.

  • EFG Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2024 after selling out during the quarter.
  • EFG Asset Management sold 17,348 Hyster-Yale Materials Handling shares in Q4 2024, an estimated $1.11M.
  • EFG Asset Management first reported a position in Hyster-Yale Materials Handling in Q2 2023 and held it in 6 quarters.
  • EFG Asset Management's Hyster-Yale Materials Handling position peaked at $1.83M in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2024.

Based on EFG Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.