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Foundry Partners’s Hyster-Yale Materials Handling HY Stock Holding History

Foundry Partners’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
Q1 		– Sell
-78,185
Closed -$3.98M – 275
2024
Q4 		$3.98M Buy
78,185
+4,660
+6% +$272K 0.2% 165
2024
Q3 		$4.69M Buy
73,525
+1,162
+2% +$75.8K 0.23% 138
2024
Q2 		$5.05M Buy
+72,363
New +$4.94M 0.27% 114
2019
Q3 		– Sell
-88,859
Closed -$4.91M – 398
2019
Q2 		$4.91M Buy
88,859
+3,200
+4% +$179K 0.19% 171
2019
Q1 		$5.34M Buy
85,659
+7,047
+9% +$477K 0.21% 165
2018
Q4 		$4.87M Sell
78,612
-62,230
-44% -$3.88M 0.22% 164
2018
Q3 		$8.67M Buy
140,842
+442
+0.3% +$27.9K 0.33% 104
2018
Q2 		$9.02M Buy
140,400
+12,363
+10% +$859K 0.37% 95
2018
Q1 		$8.95M Buy
128,037
+7,936
+7% +$628K 0.38% 90
2017
Q4 		$10.2M Buy
120,101
+3,813
+3% +$314K 0.43% 84
2017
Q3 		$8.89M Buy
116,288
+8,087
+7% +$568K 0.36% 99
2017
Q2 		$7.6M Buy
108,201
+6,530
+6% +$445K 0.31% 117
2017
Q1 		$5.73M Buy
101,671
+14,664
+17% +$889K 0.24% 156
2016
Q4 		$5.55M Hold
87,007
– – 0.24% 154
2016
Q3 		$5.23M Buy
87,007
+4,115
+5% +$233K 0.28% 125
2016
Q2 		$4.93M Buy
+82,892
New +$5.2M 0.28% 129

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Foundry Partners's HY Position: Q1 2025 in Review

Foundry Partners sold out of Hyster-Yale Materials Handling (HY) in Q1 2025, closing a stake of 78,185 shares — an estimated $3.98M sold.

Foundry Partners first reported a position in HY in Q2 2016 and held it in 16 quarters. The position peaked at $10.2M in Q4 2017. 179 funds tracked by Wall St. Rank hold HY as of Q1 2025.

  • Foundry Partners reported no remaining Hyster-Yale Materials Handling position as of Q1 2025 after selling out during the quarter.
  • Foundry Partners sold 78,185 Hyster-Yale Materials Handling shares in Q1 2025, an estimated $3.98M.
  • Foundry Partners first reported a position in Hyster-Yale Materials Handling in Q2 2016 and held it in 16 quarters.
  • Foundry Partners's Hyster-Yale Materials Handling position peaked at $10.2M in Q4 2017.
  • 179 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.