Janney Montgomery Scott
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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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Janney Montgomery Scott's HY Position: Q4 2024 in Review

Janney Montgomery Scott sold out of Hyster-Yale Materials Handling (HY) in Q4 2024, closing a stake of 3,925 shares — an estimated $250K sold.

Janney Montgomery Scott first reported a position in HY in Q3 2022 and held it in 9 quarters. The position peaked at $518K in Q1 2024. 181 funds tracked by Wall St. Rank hold HY as of Q4 2024.

  • Janney Montgomery Scott reported no remaining Hyster-Yale Materials Handling position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 3,925 Hyster-Yale Materials Handling shares in Q4 2024, an estimated $250K.
  • Janney Montgomery Scott first reported a position in Hyster-Yale Materials Handling in Q3 2022 and held it in 9 quarters.
  • Janney Montgomery Scott's Hyster-Yale Materials Handling position peaked at $518K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.