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Geneos Wealth Management’s Hyster-Yale Materials Handling HY Stock Holding History

Geneos Wealth Management’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
Q3 		– Sell
-362
Closed -$11K – 2274
2022
Q2 		$11K Hold
362
– – ﹤0.01% 1905
2022
Q1 		$12K Buy
+362
New +$14.3K ﹤0.01% 2005
2021
Q4 		– Sell
-1,108
Closed -$56K – 2816
2021
Q3 		$56K Hold
1,108
– – ﹤0.01% 1426
2021
Q2 		$79K Hold
1,108
– – ﹤0.01% 1258
2021
Q1 		$89K Hold
1,108
– – ﹤0.01% 1353
2020
Q4 		$96K Buy
+1,108
New +$55.9K ﹤0.01% 1164

Other funds holding HY

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return