HIM
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Hillsdale Investment Management’s Hyster-Yale Materials Handling HY Stock Holding History

Hillsdale Investment 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
2024
Q1 		– Sell
-92,250
Closed -$5.74M – 639
2023
Q4 		$5.74M Buy
92,250
+92,150
+92,150% +$4.39M 0.47% 40
2023
Q3 		$4.46K Buy
100
+30
+43% +$1.39K ﹤0.01% 537
2023
Q2 		$3.91K Sell
70
-14,730
-100% -$754K ﹤0.01% 473
2023
Q1 		$738K Buy
+14,800
New +$543K 0.06% 227

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Hillsdale Investment Management's HY Position: Q1 2024 in Review

Hillsdale Investment Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2024, closing a stake of 92,250 shares — an estimated $5.74M sold.

Hillsdale Investment Management first reported a position in HY in Q1 2023 and held it in 4 quarters. The position peaked at $5.74M in Q4 2023. 164 funds tracked by Wall St. Rank hold HY as of Q1 2024.

  • Hillsdale Investment Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 92,250 Hyster-Yale Materials Handling shares in Q1 2024, an estimated $5.74M.
  • Hillsdale Investment Management first reported a position in Hyster-Yale Materials Handling in Q1 2023 and held it in 4 quarters.
  • Hillsdale Investment Management's Hyster-Yale Materials Handling position peaked at $5.74M in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2024.

Based on Hillsdale Investment Management's 13F filing for Q1 2024, filed 10 May 2024.