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Globeflex Capital’s Hyster-Yale Materials Handling HY Stock Holding History

Globeflex Capital’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
Q4 		– Sell
-23,625
Closed -$871K – 425
2025
Q3 		$871K Hold
23,625
– – 0.13% 186
2025
Q2 		$940K Sell
23,625
-6,644
-22% -$265K 0.08% 187
2025
Q1 		$1.26M Hold
30,269
– – 0.12% 154
2024
Q4 		$1.54M Sell
30,269
-1,716
-5% -$100K 0.13% 133
2024
Q3 		$2.04M Buy
31,985
+21,792
+214% +$1.42M 0.2% 115
2024
Q2 		$711K Buy
10,193
+8,390
+465% +$573K 0.07% 214
2024
Q1 		$116K Sell
1,803
-592
-25% -$38K 0.01% 385
2023
Q4 		$149K Buy
+2,395
New +$114K 0.02% 346
2021
Q4 		– Sell
-1,028
Closed -$52K – 480
2021
Q3 		$52K Sell
1,028
-12,493
-92% -$768K 0.01% 398
2021
Q2 		$987K Hold
13,521
– – 0.18% 197
2021
Q1 		$1.18M Buy
+13,521
New +$1.18M 0.21% 159
2018
Q3 		– Sell
-2,943
Closed -$189K – 446
2018
Q2 		$189K Sell
2,943
-331
-10% -$23K 0.04% 388
2018
Q1 		$229K Sell
3,274
-494
-13% -$39.1K 0.05% 379
2017
Q4 		$321K Buy
+3,768
New +$310K 0.09% 273
2014
Q4 		– Sell
-22,200
Closed -$1.59M – 558
2014
Q3 		$1.59M Buy
22,200
+10,297
+87% +$820K 0.18% 147
2014
Q2 		$1.05M Buy
11,903
+3,311
+39% +$300K 0.11% 222
2014
Q1 		$837K Hold
8,592
– – 0.1% 244
2013
Q4 		$800K Sell
8,592
-17
-0.2% -$1.48K 0.1% 244
2013
Q3 		$771K Sell
8,609
-730
-8% -$55.9K 0.1% 242
2013
Q2 		$586K Buy
+9,339
New +$549K 0.08% 271

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Globeflex Capital's HY Position: Q4 2025 in Review

Globeflex Capital sold out of Hyster-Yale Materials Handling (HY) in Q4 2025, closing a stake of 23,625 shares — an estimated $871K sold.

Globeflex Capital first reported a position in HY in Q2 2013 and held it in 20 quarters. The position peaked at $2.04M in Q3 2024. 143 funds tracked by Wall St. Rank hold HY as of Q4 2025.

  • Globeflex Capital reported no remaining Hyster-Yale Materials Handling position as of Q4 2025 after selling out during the quarter.
  • Globeflex Capital sold 23,625 Hyster-Yale Materials Handling shares in Q4 2025, an estimated $871K.
  • Globeflex Capital first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 20 quarters.
  • Globeflex Capital's Hyster-Yale Materials Handling position peaked at $2.04M in Q3 2024.
  • 143 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2025.

Based on Globeflex Capital's 13F filing for Q4 2025, filed 11 Feb 2026.