Ken Fisher’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
35,149
+4,560
| +15% | +$181K | ﹤0.01% | 638 |
|
|
2025
Q1 | $1.27M | Hold |
30,589
| – | – | ﹤0.01% | 642 |
|
|
2024
Q4 | $1.56M | Sell |
30,589
-1,636
| -5% | -$83.3K | ﹤0.01% | 619 |
|
|
2024
Q3 | $2.05M | Sell |
32,225
-1,719
| -5% | -$110K | ﹤0.01% | 579 |
|
|
2024
Q2 | $2.37M | Sell |
33,944
-1,553
| -4% | -$108K | ﹤0.01% | 562 |
|
|
2024
Q1 | $2.28M | Sell |
35,497
-4,678
| -12% | -$300K | ﹤0.01% | 581 |
|
|
2023
Q4 | $2.5M | Sell |
40,175
-1,282
| -3% | -$79.7K | ﹤0.01% | 562 |
|
|
2023
Q3 | $1.85M | Sell |
41,457
-4,431
| -10% | -$198K | ﹤0.01% | 642 |
|
|
2023
Q2 | $2.56M | Sell |
45,888
-24,170
| -34% | -$1.35M | ﹤0.01% | 625 |
|
|
2023
Q1 | $3.5M | Sell |
70,058
-6,291
| -8% | -$314K | ﹤0.01% | 586 |
|
|
2022
Q4 | $1.93M | Hold |
76,349
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $1.64M | Hold |
76,349
| – | – | ﹤0.01% | 604 |
|
|
2022
Q2 | $2.46M | Buy |
76,349
+6,918
| +10% | +$223K | ﹤0.01% | 504 |
|
|
2022
Q1 | $2.31M | Buy |
69,431
+36,277
| +109% | +$1.2M | ﹤0.01% | 530 |
|
|
2021
Q4 | $1.36M | Buy |
+33,154
| New | +$1.36M | ﹤0.01% | 605 |
|
|
2020
Q1 | – | Sell |
-119,000
| Closed | -$7.02M | – | 817 |
|
|
2019
Q4 | $7.02M | Buy |
119,000
+24,636
| +26% | +$1.45M | 0.01% | 369 |
|
|
2019
Q3 | $5.17M | Buy |
94,364
+4,730
| +5% | +$259K | 0.01% | 434 |
|
|
2019
Q2 | $4.95M | Buy |
89,634
+10,721
| +14% | +$592K | 0.01% | 433 |
|
|
2019
Q1 | $4.92M | Buy |
78,913
+6,577
| +9% | +$410K | 0.01% | 416 |
|
|
2018
Q4 | $4.48M | Buy |
72,336
+24,590
| +52% | +$1.52M | 0.01% | 426 |
|
|
2018
Q3 | $2.94M | Buy |
47,746
+1,033
| +2% | +$63.6K | ﹤0.01% | 485 |
|
|
2018
Q2 | $3M | Buy |
46,713
+677
| +1% | +$43.5K | ﹤0.01% | 493 |
|
|
2018
Q1 | $3.22M | Sell |
46,036
-14,858
| -24% | -$1.04M | ﹤0.01% | 475 |
|
|
2017
Q4 | $5.19M | Sell |
60,894
-154
| -0.3% | -$13.1K | 0.01% | 419 |
|
|
2017
Q3 | $4.67M | Sell |
61,048
-1,166
| -2% | -$89.1K | 0.01% | 405 |
|
|
2017
Q2 | $4.37M | Sell |
62,214
-155
| -0.2% | -$10.9K | 0.01% | 396 |
|
|
2017
Q1 | $3.52M | Sell |
62,369
-8,000
| -11% | -$451K | 0.01% | 373 |
|
|
2016
Q4 | $4.49M | Buy |
70,369
+200
| +0.3% | +$12.8K | 0.01% | 363 |
|
|
2016
Q3 | $4.22M | Hold |
70,169
| – | – | 0.01% | 369 |
|
|
2016
Q2 | $4.33M | Buy |
70,169
+1,780
| +3% | +$110K | 0.01% | 365 |
|
|
2016
Q1 | $4.72M | Sell |
68,389
-8,550
| -11% | -$589K | 0.01% | 355 |
|
|
2015
Q4 | $4.04M | Hold |
76,939
| – | – | 0.01% | 370 |
|
|
2015
Q3 | $4.45M | Buy |
76,939
+725
| +1% | +$41.9K | 0.01% | 337 |
|
|
2015
Q2 | $5.28M | Sell |
76,214
-3,825
| -5% | -$265K | 0.01% | 336 |
|
|
2015
Q1 | $5.87M | Hold |
80,039
| – | – | 0.01% | 328 |
|
|
2014
Q4 | $5.86M | Hold |
80,039
| – | – | 0.01% | 323 |
|
|
2014
Q3 | $5.73M | Sell |
80,039
-350
| -0.4% | -$25.1K | 0.01% | 319 |
|
|
2014
Q2 | $7.12M | Buy |
80,389
+29,824
| +59% | +$2.64M | 0.02% | 300 |
|
|
2014
Q1 | $4.93M | Buy |
+50,565
| New | +$4.93M | 0.01% | 316 |
|