IndexIQ Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

IndexIQ Advisors’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
2022 Q1	$383K	Buy	+11,544	New	+$456K	0.01%	888
2021 Q1	–	Sell	-5,224	Closed	-$311K	–	1217
2020 Q4	$311K	Buy	5,224 +539	+12%	+$27.2K	0.01%	649
2020 Q3	$174K	Buy	4,685 +252	+6%	+$9.92K	0.01%	758
2020 Q2	$171K	Buy	4,433 +35	+0.8%	+$1.3K	0.01%	729
2020 Q1	$176K	Buy	+4,398	New	+$222K	0.01%	694
2019 Q1	–	Sell	-30,066	Closed	-$1.86M	–	631
2018 Q4	$1.86M	Sell	30,066 -2,441	-8%	-$152K	0.05%	245
2018 Q3	$2M	Buy	32,507 +1,226	+4%	+$77.5K	0.06%	340
2018 Q2	$2.01M	Buy	31,281 +3,158	+11%	+$219K	0.06%	360
2018 Q1	$1.97M	Buy	28,123 +3,153	+13%	+$249K	0.06%	394
2017 Q4	$2.13M	Buy	24,970 +9,600	+62%	+$790K	0.08%	136
2017 Q3	$1.18M	Buy	15,370 +6,994	+84%	+$491K	0.05%	177
2017 Q2	$588K	Buy	+8,376	New	+$571K	0.03%	212

Other funds holding HY

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

IndexIQ Advisors's HY Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Hyster-Yale Materials Handling (HY) in Q1 2022: 11,544 shares worth $383K. The stake represents 0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in HY as recently as Q4 2020.

IndexIQ Advisors first reported a position in HY in Q2 2017 and has held it in 12 quarters since. The position peaked at $2.13M in Q4 2017. 107 funds tracked by Wall St. Rank hold HY as of Q1 2022.

IndexIQ Advisors held 11,544 shares of Hyster-Yale Materials Handling worth $383K as of Q1 2022.
Hyster-Yale Materials Handling was a new IndexIQ Advisors position in Q1 2022.
Hyster-Yale Materials Handling made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #888 holding.
IndexIQ Advisors first reported a position in Hyster-Yale Materials Handling in Q2 2017 and has held it in 12 quarters since.
IndexIQ Advisors's Hyster-Yale Materials Handling position peaked at $2.13M in Q4 2017.
107 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.