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Ergoteles’s Hyster-Yale Materials Handling HY Stock Holding History

Ergoteles’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
2022
Q2 		– Sell
-7,200
Closed -$239K – 1806
2022
Q1 		$239K Buy
+7,200
New +$285K 0.01% 915

Other funds holding HY

GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ergoteles's HY Position: Q2 2022 in Review

Ergoteles sold out of Hyster-Yale Materials Handling (HY) in Q2 2022, closing a stake of 7,200 shares — an estimated $239K sold.

Ergoteles first reported a position in HY in Q1 2022 and held it in 1 quarter. The position peaked at $239K in Q1 2022. 98 funds tracked by Wall St. Rank hold HY as of Q2 2022.

  • Ergoteles reported no remaining Hyster-Yale Materials Handling position as of Q2 2022 after selling out during the quarter.
  • Ergoteles sold 7,200 Hyster-Yale Materials Handling shares in Q2 2022, an estimated $239K.
  • Ergoteles first reported a position in Hyster-Yale Materials Handling in Q1 2022 and held it in 1 quarter.
  • Ergoteles's Hyster-Yale Materials Handling position peaked at $239K in Q1 2022.
  • 98 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.