First Trust Advisors
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First Trust Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

First Trust 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
2025
Q2 		– Sell
-83,580
Closed -$3.47M – 2643
2025
Q1 		$3.47M Buy
83,580
+19,482
+30% +$969K ﹤0.01% 1513
2024
Q4 		$3.26M Buy
+64,098
New +$3.75M ﹤0.01% 1606
2022
Q3 		– Sell
-14,680
Closed -$473K – 2537
2022
Q2 		$473K Sell
14,680
-259
-2% -$8.81K ﹤0.01% 2216
2022
Q1 		$496K Sell
14,939
-867
-5% -$34.3K ﹤0.01% 2256
2021
Q4 		$650K Sell
15,806
-19,497
-55% -$851K ﹤0.01% 2211
2021
Q3 		$1.77M Sell
35,303
-8,669
-20% -$533K ﹤0.01% 1814
2021
Q2 		$3.21M Buy
43,972
+18,332
+71% +$1.42M ﹤0.01% 1626
2021
Q1 		$2.23M Buy
25,640
+2,016
+9% +$176K ﹤0.01% 1681
2020
Q4 		$1.41M Sell
23,624
-1,023
-4% -$51.6K ﹤0.01% 1747
2020
Q3 		$916K Buy
+24,647
New +$971K ﹤0.01% 1801
2018
Q4 		– Sell
-27,632
Closed -$1.7M – 2439
2018
Q3 		$1.7M Buy
27,632
+8,203
+42% +$518K ﹤0.01% 1744
2018
Q2 		$1.25M Buy
19,429
+4,378
+29% +$304K ﹤0.01% 1849
2018
Q1 		$1.05M Sell
15,051
-1,441
-9% -$114K ﹤0.01% 1769
2017
Q4 		$1.4M Buy
+16,492
New +$1.36M ﹤0.01% 1714
2017
Q2 		– Sell
-29,262
Closed -$1.65M – 2406
2017
Q1 		$1.65M Buy
29,262
+8,167
+39% +$495K ﹤0.01% 1609
2016
Q4 		$1.34M Buy
+21,095
New +$1.3M ﹤0.01% 1686
2015
Q2 		– Sell
-44,481
Closed -$3.26M – 2258
2015
Q1 		$3.26M Buy
44,481
+1,657
+4% +$112K 0.01% 1212
2014
Q4 		$3.13M Sell
42,824
-1,177
-3% -$87.6K 0.01% 1195
2014
Q3 		$3.15M Buy
+44,001
New +$3.5M 0.01% 1167

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Trust Advisors's HY Position: Q2 2025 in Review

First Trust Advisors sold out of Hyster-Yale Materials Handling (HY) in Q2 2025, closing a stake of 83,580 shares — an estimated $3.47M sold.

First Trust Advisors first reported a position in HY in Q3 2014 and held it in 19 quarters. The position peaked at $3.47M in Q1 2025. 161 funds tracked by Wall St. Rank hold HY as of Q2 2025.

  • First Trust Advisors reported no remaining Hyster-Yale Materials Handling position as of Q2 2025 after selling out during the quarter.
  • First Trust Advisors sold 83,580 Hyster-Yale Materials Handling shares in Q2 2025, an estimated $3.47M.
  • First Trust Advisors first reported a position in Hyster-Yale Materials Handling in Q3 2014 and held it in 19 quarters.
  • First Trust Advisors's Hyster-Yale Materials Handling position peaked at $3.47M in Q1 2025.
  • 161 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2025.

Based on First Trust Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.