JFG
HY icon

Jefferies Financial Group’s Hyster-Yale Materials Handling HY Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-9,228
Closed -$643K – 1585
2024
Q2 		$643K Sell
9,228
-12,944
-58% -$883K 0.01% 884
2024
Q1 		$1.42M Buy
22,172
+18,931
+584% +$1.21M 0.01% 696
2023
Q4 		$202K Buy
+3,241
New +$154K ﹤0.01% 1475

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Jefferies Financial Group's HY Position: Q3 2024 in Review

Jefferies Financial Group sold out of Hyster-Yale Materials Handling (HY) in Q3 2024, closing a stake of 9,228 shares — an estimated $643K sold.

Jefferies Financial Group first reported a position in HY in Q4 2023 and held it in 3 quarters. The position peaked at $1.42M in Q1 2024. 183 funds tracked by Wall St. Rank hold HY as of Q3 2024.

  • Jefferies Financial Group reported no remaining Hyster-Yale Materials Handling position as of Q3 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 9,228 Hyster-Yale Materials Handling shares in Q3 2024, an estimated $643K.
  • Jefferies Financial Group first reported a position in Hyster-Yale Materials Handling in Q4 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Hyster-Yale Materials Handling position peaked at $1.42M in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2024.

Based on Jefferies Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.