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Hunter Associates Investment Management’s Hyster-Yale Materials Handling HY Stock Holding History

Hunter Associates 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
2025
Q1 		– Sell
-5,800
Closed -$296K – 253
2024
Q4 		$296K Sell
5,800
-17,000
-75% -$993K 0.05% 212
2024
Q3 		$1.46M Sell
22,800
-17,850
-44% -$1.16M 0.23% 107
2024
Q2 		$2.84M Sell
40,650
-11,450
-22% -$781K 0.48% 48
2024
Q1 		$3.34M Sell
52,100
-7,000
-12% -$449K 0.56% 41
2023
Q4 		$3.67M Sell
59,100
-4,450
-7% -$212K 0.67% 39
2023
Q3 		$2.84M Sell
63,550
-600
-0.9% -$27.8K 0.58% 43
2023
Q2 		$3.59M Sell
64,150
-5,750
-8% -$294K 0.7% 38
2023
Q1 		$3.49M Buy
69,900
+5,150
+8% +$189K 0.75% 35
2022
Q4 		$1.64M Buy
64,750
+7,300
+13% +$203K 0.39% 69
2022
Q3 		$1.23M Buy
57,450
+3,600
+7% +$112K 0.32% 80
2022
Q2 		$1.73M Buy
+53,850
New +$1.83M 0.43% 62

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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

Hunter Associates Investment Management's HY Position: Q1 2025 in Review

Hunter Associates Investment Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2025, closing a stake of 5,800 shares — an estimated $296K sold.

Hunter Associates Investment Management first reported a position in HY in Q2 2022 and held it in 11 quarters. The position peaked at $3.67M in Q4 2023. 179 funds tracked by Wall St. Rank hold HY as of Q1 2025.

  • Hunter Associates Investment Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2025 after selling out during the quarter.
  • Hunter Associates Investment Management sold 5,800 Hyster-Yale Materials Handling shares in Q1 2025, an estimated $296K.
  • Hunter Associates Investment Management first reported a position in Hyster-Yale Materials Handling in Q2 2022 and held it in 11 quarters.
  • Hunter Associates Investment Management's Hyster-Yale Materials Handling position peaked at $3.67M in Q4 2023.
  • 179 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2025.

Based on Hunter Associates Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.