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Harel Insurance Investments & Financial Services’s Hyster-Yale Materials Handling HY Stock Holding History

Harel Insurance Investments & Financial 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
2025
Q1 		– Sell
-707
Closed -$36K – 511
2024
Q4 		$36K Sell
707
-155
-18% -$9.06K ﹤0.01% 336
2024
Q3 		$55K Sell
862
-2,296
-73% -$150K ﹤0.01% 339
2024
Q2 		$220K Sell
3,158
-2,152
-41% -$147K ﹤0.01% 253
2024
Q1 		$341K Sell
5,310
-810
-13% -$52K 0.01% 195
2023
Q4 		$381K Sell
6,120
-3,611
-37% -$172K 0.01% 223
2023
Q3 		$434K Sell
9,731
-331
-3% -$15.3K 0.01% 206
2023
Q2 		$562K Buy
10,062
+230
+2% +$11.8K 0.01% 202
2023
Q1 		$491K Sell
9,832
-262
-3% -$9.6K 0.01% 239
2022
Q4 		$255K Sell
10,094
-4,129
-29% -$115K 0.01% 260
2022
Q3 		$328K Sell
14,223
-188
-1% -$5.86K 0.01% 254
2022
Q2 		$464K Sell
14,411
-8,325
-37% -$283K 0.01% 257
2022
Q1 		$755K Sell
22,736
-1,302
-5% -$51.5K 0.01% 215
2021
Q4 		$975K Buy
24,038
+9,192
+62% +$401K 0.02% 173
2021
Q3 		$746K Sell
14,846
-1,411
-9% -$86.7K 0.02% 183
2021
Q2 		$1.19M Sell
16,257
-6,718
-29% -$521K 0.03% 282
2021
Q1 		$4.92M Buy
22,975
+22,183
+2,801% +$1.94M 0.09% 134
2020
Q4 		$47K Buy
+792
New +$40K ﹤0.01% 608

Other funds holding HY

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's HY Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Hyster-Yale Materials Handling (HY) in Q1 2025, closing a stake of 707 shares — an estimated $36K sold.

Harel Insurance Investments & Financial Services first reported a position in HY in Q4 2020 and held it in 17 quarters. The position peaked at $4.92M in Q1 2021. 179 funds tracked by Wall St. Rank hold HY as of Q1 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Hyster-Yale Materials Handling position as of Q1 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 707 Hyster-Yale Materials Handling shares in Q1 2025, an estimated $36K.
  • Harel Insurance Investments & Financial Services first reported a position in Hyster-Yale Materials Handling in Q4 2020 and held it in 17 quarters.
  • Harel Insurance Investments & Financial Services's Hyster-Yale Materials Handling position peaked at $4.92M in Q1 2021.
  • 179 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.