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

Islay 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
2025
Q1 		– Sell
-15,252
Closed -$777K – 203
2024
Q4 		$777K Sell
15,252
-4,066
-21% -$238K 0.54% 55
2024
Q3 		$1.23M Sell
19,318
-81
-0.4% -$5.29K 0.83% 40
2024
Q2 		$1.35M Buy
+19,399
New +$1.32M 0.97% 36

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 $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Islay Capital Management's HY Position: Q1 2025 in Review

Islay Capital Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2025, closing a stake of 15,252 shares — an estimated $777K sold.

Islay Capital Management first reported a position in HY in Q2 2024 and held it in 3 quarters. The position peaked at $1.35M in Q2 2024. 179 funds tracked by Wall St. Rank hold HY as of Q1 2025.

  • Islay Capital Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2025 after selling out during the quarter.
  • Islay Capital Management sold 15,252 Hyster-Yale Materials Handling shares in Q1 2025, an estimated $777K.
  • Islay Capital Management first reported a position in Hyster-Yale Materials Handling in Q2 2024 and held it in 3 quarters.
  • Islay Capital Management's Hyster-Yale Materials Handling position peaked at $1.35M in Q2 2024.
  • 179 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2025.

Based on Islay Capital Management's 13F filing for Q1 2025, filed 14 May 2025.