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Glassman Wealth Services’s Hyster-Yale Materials Handling HY Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-20
Closed -$1.24K – 940
2023
Q4 		$1.24K Hold
20
– – ﹤0.01% 1479
2023
Q3 		$892 Hold
20
– – ﹤0.01% 1584
2023
Q2 		$1.12K Hold
20
– – ﹤0.01% 1412
2023
Q1 		$998 Hold
20
– – ﹤0.01% 1433
2022
Q4 		$506 Buy
+20
New +$557 ﹤0.01% 1625

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Glassman Wealth Services's HY Position: Q1 2024 in Review

Glassman Wealth Services sold out of Hyster-Yale Materials Handling (HY) in Q1 2024, closing a stake of 20 shares — an estimated $1.24K sold.

Glassman Wealth Services first reported a position in HY in Q4 2022 and held it in 5 quarters. The position peaked at $1.24K in Q4 2023. 164 funds tracked by Wall St. Rank hold HY as of Q1 2024.

  • Glassman Wealth Services reported no remaining Hyster-Yale Materials Handling position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 20 Hyster-Yale Materials Handling shares in Q1 2024, an estimated $1.24K.
  • Glassman Wealth Services first reported a position in Hyster-Yale Materials Handling in Q4 2022 and held it in 5 quarters.
  • Glassman Wealth Services's Hyster-Yale Materials Handling position peaked at $1.24K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.