EAM
HY icon

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 $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return