Karpas Strategies’s Hyster-Yale Materials Handling HY Stock Holding History

Karpas Strategies’s Portfolio HY Stock Details HY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,583	Closed	-$271K	–	118
2022 Q3	$271K	Buy	12,583 +85	+0.7%	+$1.83K	0.1%	96
2022 Q2	$403K	Sell	12,498 -678	-5%	-$21.9K	0.14%	90
2022 Q1	$438K	Sell	13,176 -269	-2%	-$8.94K	0.14%	92
2021 Q4	$553K	Hold	13,445	–	–	0.18%	80
2021 Q3	$657K	Hold	13,445	–	–	0.22%	71
2021 Q2	$981K	Hold	13,445	–	–	0.35%	58
2021 Q1	$1.17M	Hold	13,445	–	–	0.44%	48
2020 Q4	$801K	Hold	13,445	–	–	0.31%	61
2020 Q3	$499K	Sell	13,445 -500	-4%	-$18.6K	0.23%	75
2020 Q2	$539K	Hold	13,945	–	–	0.26%	69
2020 Q1	$559K	Hold	13,945	–	–	0.3%	62
2019 Q4	$822K	Hold	13,945	–	–	0.31%	62
2019 Q3	$763K	Hold	13,945	–	–	0.31%	62
2019 Q2	$771K	Sell	13,945 -400	-3%	-$22.1K	0.32%	59
2019 Q1	$895K	Sell	14,345 -200	-1%	-$12.5K	0.38%	53
2018 Q4	$901K	Hold	14,545	–	–	0.42%	51
2018 Q3	$895K	Hold	14,545	–	–	0.37%	53
2018 Q2	$935K	Sell	14,545 -600	-4%	-$38.6K	0.4%	53
2018 Q1	$1.06M	Hold	15,145	–	–	0.46%	50
2017 Q4	$1.29M	Hold	15,145	–	–	0.55%	45
2017 Q3	$1.16M	Hold	15,145	–	–	0.51%	48
2017 Q2	$1.06M	Hold	15,145	–	–	0.48%	48
2017 Q1	$854K	Hold	15,145	–	–	0.39%	52
2016 Q4	$966K	Hold	15,145	–	–	0.46%	51
2016 Q3	$911K	Hold	15,145	–	–	0.45%	49
2016 Q2	$901K	Hold	15,145	–	–	0.45%	49
2016 Q1	$1.01M	Sell	15,145 -350	-2%	-$23.3K	0.52%	44
2015 Q4	$813K	Hold	15,495	–	–	0.43%	53
2015 Q3	$896K	Hold	15,495	–	–	0.49%	49
2015 Q2	$1.07M	Hold	15,495	–	–	0.54%	46
2015 Q1	$1.14M	Hold	15,495	–	–	0.55%	46
2014 Q4	$1.13M	Sell	15,495 -2,030	-12%	-$149K	0.54%	46
2014 Q3	$1.26M	Hold	17,525	–	–	0.63%	40
2014 Q2	$1.55M	Hold	17,525	–	–	0.78%	34
2014 Q1	$1.71M	Sell	17,525 -185	-1%	-$18K	0.91%	33
2013 Q4	$1.65M	Sell	17,710 -970	-5%	-$90.4K	0.91%	35
2013 Q3	$1.68M	Sell	18,680 -1,000	-5%	-$89.7K	0.98%	33
2013 Q2	$1.24M	Buy	+19,680	New	+$1.24M	0.76%	38