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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geneos Wealth Management's HY Position: Q3 2022 in Review

Geneos Wealth Management sold out of Hyster-Yale Materials Handling (HY) in Q3 2022, closing a stake of 362 shares — an estimated $11K sold.

Geneos Wealth Management first reported a position in HY in Q4 2020 and held it in 6 quarters. The position peaked at $96K in Q4 2020. 91 funds tracked by Wall St. Rank hold HY as of Q3 2022.

Geneos Wealth Management reported no remaining Hyster-Yale Materials Handling position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 362 Hyster-Yale Materials Handling shares in Q3 2022, an estimated $11K.
Geneos Wealth Management first reported a position in Hyster-Yale Materials Handling in Q4 2020 and held it in 6 quarters.
Geneos Wealth Management's Hyster-Yale Materials Handling position peaked at $96K in Q4 2020.
91 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.