Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Hyster-Yale Materials Handling HY Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2023
Q3 		– Sell
-14,070
Closed -$786K – 628
2023
Q2 		$786K Hold
14,070
– – ﹤0.01% 517
2023
Q1 		$702K Sell
14,070
-8,400
-37% -$308K ﹤0.01% 528
2022
Q4 		$569K Sell
22,470
-7,400
-25% -$206K ﹤0.01% 565
2022
Q3 		$643K Sell
29,870
-19,400
-39% -$605K ﹤0.01% 551
2022
Q2 		$1.59M Hold
49,270
– – 0.01% 469
2022
Q1 		$1.64M Hold
49,270
– – 0.01% 469
2021
Q4 		$2.02M Sell
49,270
-730
-1% -$31.9K 0.01% 460
2021
Q3 		$2.51M Hold
50,000
– – 0.01% 426
2021
Q2 		$3.65M Sell
50,000
-3,800
-7% -$295K 0.02% 384
2021
Q1 		$4.69M Sell
53,800
-3,900
-7% -$341K 0.03% 336
2020
Q4 		$3.44M Sell
57,700
-67,800
-54% -$3.42M 0.02% 350
2020
Q3 		$4.66M Sell
125,500
-4,700
-4% -$185K 0.03% 246
2020
Q2 		$5.03M Sell
130,200
-16,400
-11% -$611K 0.04% 243
2020
Q1 		$5.88M Buy
146,600
+1,900
+1% +$95.8K 0.05% 215
2019
Q4 		$8.53M Buy
144,700
+10,300
+8% +$572K 0.06% 210
2019
Q3 		$7.36M Sell
134,400
-9,954
-7% -$553K 0.05% 229
2019
Q2 		$7.98M Sell
144,354
-10,774
-7% -$601K 0.06% 221
2019
Q1 		$9.67M Buy
155,128
+146,700
+1,741% +$9.94M 0.07% 183
2018
Q4 		$522K Hold
8,428
– – ﹤0.01% 431
2018
Q3 		$519K Hold
8,428
– – ﹤0.01% 441
2018
Q2 		$541K Hold
8,428
– – ﹤0.01% 458
2018
Q1 		$589K Hold
8,428
– – ﹤0.01% 461
2017
Q4 		$718K Buy
8,428
+3,422
+68% +$282K ﹤0.01% 397
2017
Q3 		$383K Buy
+5,006
New +$351K ﹤0.01% 439

Other funds holding HY

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s HY Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Hyster-Yale Materials Handling (HY) in Q3 2023, closing a stake of 14,070 shares — an estimated $786K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in HY in Q3 2017 and held it in 24 quarters. The position peaked at $9.67M in Q1 2019. 139 funds tracked by Wall St. Rank hold HY as of Q3 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Hyster-Yale Materials Handling position as of Q3 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 14,070 Hyster-Yale Materials Handling shares in Q3 2023, an estimated $786K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Hyster-Yale Materials Handling in Q3 2017 and held it in 24 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Hyster-Yale Materials Handling position peaked at $9.67M in Q1 2019.
  • 139 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.