Karpas Strategies’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,583
| Closed | -$271K | – | 118 |
|
|
2022
Q3 | $271K | Buy |
12,583
+85
| +0.7% | +$2.65K | 0.1% | 96 |
|
|
2022
Q2 | $403K | Sell |
12,498
-678
| -5% | -$23.1K | 0.14% | 90 |
|
|
2022
Q1 | $438K | Sell |
13,176
-269
| -2% | -$10.6K | 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% | -$19.7K | 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% | -$22.3K | 0.32% | 59 |
|
|
2019
Q1 | $895K | Sell |
14,345
-200
| -1% | -$13.5K | 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% | -$41.7K | 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% | -$19.9K | 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% | -$151K | 0.54% | 46 |
|
|
2014
Q3 | $1.25M | 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% | -$17.4K | 0.91% | 33 |
|
|
2013
Q4 | $1.65M | Sell |
17,710
-970
| -5% | -$84.5K | 0.91% | 35 |
|
|
2013
Q3 | $1.68M | Sell |
18,680
-1,000
| -5% | -$76.6K | 0.98% | 33 |
|
|
2013
Q2 | $1.24M | Buy |
+19,680
| New | +$1.16M | 0.76% | 38 |
|
Other funds holding HY
GI
KGI
Karpas Strategies's HY Position: Q4 2022 in Review
Karpas Strategies sold out of Hyster-Yale Materials Handling (HY) in Q4 2022, closing a stake of 12,583 shares — an estimated $271K sold.
Karpas Strategies first reported a position in HY in Q2 2013 and held it in 38 quarters. The position peaked at $1.71M in Q1 2014. 105 funds tracked by Wall St. Rank hold HY as of Q4 2022.
- Karpas Strategies reported no remaining Hyster-Yale Materials Handling position as of Q4 2022 after selling out during the quarter.
- Karpas Strategies sold 12,583 Hyster-Yale Materials Handling shares in Q4 2022, an estimated $271K.
- Karpas Strategies first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 38 quarters.
- Karpas Strategies's Hyster-Yale Materials Handling position peaked at $1.71M in Q1 2014.
- 105 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2022.
Based on Karpas Strategies's 13F filing for Q4 2022, filed 7 Feb 2023.