HCM
HY icon

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

Hollencrest Capital 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
2023
Q3 		– Sell
-400
Closed -$22.3K – 1105
2023
Q2 		$22.3K Buy
+400
New +$20.5K ﹤0.01% 641

Other funds holding HY

GAMCO Investors
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 $3.38T AUM 44.17% 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

Hollencrest Capital Management's HY Position: Q3 2023 in Review

Hollencrest Capital Management sold out of Hyster-Yale Materials Handling (HY) in Q3 2023, closing a stake of 400 shares — an estimated $22.3K sold.

Hollencrest Capital Management first reported a position in HY in Q2 2023 and held it in 1 quarter. The position peaked at $22.3K in Q2 2023. 139 funds tracked by Wall St. Rank hold HY as of Q3 2023.

  • Hollencrest Capital Management reported no remaining Hyster-Yale Materials Handling position as of Q3 2023 after selling out during the quarter.
  • Hollencrest Capital Management sold 400 Hyster-Yale Materials Handling shares in Q3 2023, an estimated $22.3K.
  • Hollencrest Capital Management first reported a position in Hyster-Yale Materials Handling in Q2 2023 and held it in 1 quarter.
  • Hollencrest Capital Management's Hyster-Yale Materials Handling position peaked at $22.3K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2023.

Based on Hollencrest Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.