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Evolution Wealth Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-70
Closed -$4K – 369
2021
Q3 		$4K Buy
+70
New +$4.3K ﹤0.01% 557

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
GI
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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Evolution Wealth Advisors's HY Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Hyster-Yale Materials Handling (HY) in Q4 2021, closing a stake of 70 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in HY in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 107 funds tracked by Wall St. Rank hold HY as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Hyster-Yale Materials Handling position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 70 Hyster-Yale Materials Handling shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Hyster-Yale Materials Handling in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Hyster-Yale Materials Handling position peaked at $4K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.