Jacobs Levy Equity Management’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
108,262
-7,199
| -6% | -$286K | 0.02% | 470 |
|
|
2025
Q1 | $4.8M | Buy |
115,461
+10,180
| +10% | +$423K | 0.02% | 465 |
|
|
2024
Q4 | $5.36M | Sell |
105,281
-13,801
| -12% | -$703K | 0.02% | 421 |
|
|
2024
Q3 | $7.59M | Sell |
119,082
-5,705
| -5% | -$364K | 0.03% | 373 |
|
|
2024
Q2 | $8.7M | Sell |
124,787
-7,349
| -6% | -$512K | 0.04% | 355 |
|
|
2024
Q1 | $8.48M | Buy |
132,136
+98,996
| +299% | +$6.35M | 0.04% | 329 |
|
|
2023
Q4 | $2.06M | Buy |
+33,140
| New | +$2.06M | 0.01% | 597 |
|
|
2023
Q3 | – | Sell |
-112,547
| Closed | -$6.28M | – | 1008 |
|
|
2023
Q2 | $6.28M | Sell |
112,547
-3,869
| -3% | -$216K | 0.04% | 348 |
|
|
2023
Q1 | $5.81M | Buy |
116,416
+1,826
| +2% | +$91.1K | 0.04% | 365 |
|
|
2022
Q4 | $2.9M | Sell |
114,590
-15,696
| -12% | -$397K | 0.02% | 485 |
|
|
2022
Q3 | $2.8M | Sell |
130,286
-2,006
| -2% | -$43.1K | 0.02% | 499 |
|
|
2022
Q2 | $4.26M | Buy |
132,292
+11,659
| +10% | +$376K | 0.03% | 448 |
|
|
2022
Q1 | $4.01M | Buy |
120,633
+17,591
| +17% | +$584K | 0.03% | 471 |
|
|
2021
Q4 | $4.24M | Sell |
103,042
-2,836
| -3% | -$117K | 0.03% | 467 |
|
|
2021
Q3 | $5.32M | Sell |
105,878
-35,801
| -25% | -$1.8M | 0.04% | 421 |
|
|
2021
Q2 | $10.3M | Sell |
141,679
-5,937
| -4% | -$433K | 0.07% | 290 |
|
|
2021
Q1 | $12.9M | Buy |
147,616
+127,011
| +616% | +$11.1M | 0.1% | 239 |
|
|
2020
Q4 | $1.23M | Buy |
+20,605
| New | +$1.23M | 0.01% | 671 |
|
|
2020
Q3 | – | Sell |
-135,644
| Closed | -$5.24M | – | 1062 |
|
|
2020
Q2 | $5.24M | Buy |
135,644
+1,048
| +0.8% | +$40.5K | 0.06% | 326 |
|
|
2020
Q1 | $5.4M | Buy |
134,596
+4,357
| +3% | +$175K | 0.07% | 278 |
|
|
2019
Q4 | $7.68M | Buy |
130,239
+30,747
| +31% | +$1.81M | 0.08% | 292 |
|
|
2019
Q3 | $5.45M | Buy |
99,492
+4,400
| +5% | +$241K | 0.07% | 322 |
|
|
2019
Q2 | $5.26M | Buy |
95,092
+7,810
| +9% | +$432K | 0.07% | 337 |
|
|
2019
Q1 | $5.44M | Buy |
87,282
+17,590
| +25% | +$1.1M | 0.08% | 316 |
|
|
2018
Q4 | $4.32M | Sell |
69,692
-830
| -1% | -$51.4K | 0.08% | 294 |
|
|
2018
Q3 | $4.34M | Buy |
70,522
+4,640
| +7% | +$285K | 0.06% | 345 |
|
|
2018
Q2 | $4.23M | Sell |
65,882
-17,679
| -21% | -$1.14M | 0.07% | 341 |
|
|
2018
Q1 | $5.84M | Sell |
83,561
-4,000
| -5% | -$280K | 0.1% | 262 |
|
|
2017
Q4 | $7.46M | Buy |
87,561
+17,813
| +26% | +$1.52M | 0.13% | 212 |
|
|
2017
Q3 | $5.33M | Buy |
69,748
+4,400
| +7% | +$336K | 0.1% | 247 |
|
|
2017
Q2 | $4.59M | Buy |
65,348
+10,000
| +18% | +$703K | 0.1% | 245 |
|
|
2017
Q1 | $3.12M | Sell |
55,348
-2,200
| -4% | -$124K | 0.06% | 331 |
|
|
2016
Q4 | $3.67M | Sell |
57,548
-8,730
| -13% | -$557K | 0.07% | 301 |
|
|
2016
Q3 | $3.99M | Sell |
66,278
-4,300
| -6% | -$259K | 0.07% | 300 |
|
|
2016
Q2 | $4.2M | Buy |
70,578
+18,260
| +35% | +$1.09M | 0.09% | 275 |
|
|
2016
Q1 | $3.48M | Sell |
52,318
-10,131
| -16% | -$675K | 0.07% | 282 |
|
|
2015
Q4 | $3.28M | Buy |
62,449
+2,050
| +3% | +$108K | 0.07% | 265 |
|
|
2015
Q3 | $3.49M | Buy |
60,399
+29,139
| +93% | +$1.69M | 0.07% | 258 |
|
|
2015
Q2 | $2.17M | Buy |
31,260
+12,191
| +64% | +$845K | 0.04% | 364 |
|
|
2015
Q1 | $1.4M | Sell |
19,069
-2,400
| -11% | -$176K | 0.02% | 425 |
|
|
2014
Q4 | $1.57M | Sell |
21,469
-14,384
| -40% | -$1.05M | 0.03% | 420 |
|
|
2014
Q3 | $2.57M | Sell |
35,853
-760
| -2% | -$54.4K | 0.04% | 347 |
|
|
2014
Q2 | $3.24M | Sell |
36,613
-11,556
| -24% | -$1.02M | 0.05% | 335 |
|
|
2014
Q1 | $4.7M | Sell |
48,169
-4,050
| -8% | -$395K | 0.08% | 271 |
|
|
2013
Q4 | $4.87M | Buy |
52,219
+14,460
| +38% | +$1.35M | 0.07% | 293 |
|
|
2013
Q3 | $3.39M | Buy |
+37,759
| New | +$3.39M | 0.06% | 339 |
|