EFG Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,348
| Closed | -$1.11M | – | 188 |
|
|
2024
Q3 | $1.11M | Sell |
17,348
-4,314
| -20% | -$275K | 0.18% | 172 |
|
|
2024
Q2 | $1.51M | Sell |
21,662
-4,648
| -18% | -$324K | 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% | +$392K | 0.35% | 113 |
|
|
2023
Q3 | $1.03M | Buy |
23,054
+7,767
| +51% | +$347K | 0.24% | 140 |
|
|
2023
Q2 | $853K | Buy |
+15,287
| New | +$853K | 0.18% | 169 |
|