Janney Montgomery Scott
HY icon

Janney Montgomery Scott’s Hyster-Yale Materials Handling HY Stock Holding History

Janney Montgomery Scott’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
2024
Q4 		– Sell
-3,925
Closed -$250K – 2766
2024
Q3 		$250K Sell
3,925
-1,361
-26% -$88.8K ﹤0.01% 2397
2024
Q2 		$369K Sell
5,286
-2,784
-34% -$190K ﹤0.01% 2096
2024
Q1 		$518K Buy
8,070
+395
+5% +$25.3K ﹤0.01% 1980
2023
Q4 		$477K Buy
7,675
+1,250
+19% +$59.5K ﹤0.01% 1939
2023
Q3 		$286K Sell
6,425
-50
-0.8% -$2.31K ﹤0.01% 2155
2023
Q2 		$362K Sell
6,475
-950
-13% -$48.6K ﹤0.01% 2099
2023
Q1 		$370K Sell
7,425
-1,150
-13% -$42.2K ﹤0.01% 1920
2022
Q4 		$217K Sell
8,575
-3,100
-27% -$86.3K ﹤0.01% 2322
2022
Q3 		$251K Buy
+11,675
New +$364K ﹤0.01% 2131

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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