KGI
HY icon

Kopernik Global Investors’s Hyster-Yale Materials Handling HY Stock Holding History

Kopernik Global Investors’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
2023
Q1 		– Sell
-333,117
Closed -$8.43M – 35
2022
Q4 		$8.43M Sell
333,117
-13,937
-4% -$388K 0.85% 21
2022
Q3 		$7.46M Buy
347,054
+200,804
+137% +$6.26M 0.82% 22
2022
Q2 		$4.71M Buy
+146,250
New +$4.98M 0.54% 20

Other funds holding HY

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kopernik Global Investors's HY Position: Q1 2023 in Review

Kopernik Global Investors sold out of Hyster-Yale Materials Handling (HY) in Q1 2023, closing a stake of 333,117 shares — an estimated $8.43M sold.

Kopernik Global Investors first reported a position in HY in Q2 2022 and held it in 3 quarters. The position peaked at $8.43M in Q4 2022. 130 funds tracked by Wall St. Rank hold HY as of Q1 2023.

  • Kopernik Global Investors reported no remaining Hyster-Yale Materials Handling position as of Q1 2023 after selling out during the quarter.
  • Kopernik Global Investors sold 333,117 Hyster-Yale Materials Handling shares in Q1 2023, an estimated $8.43M.
  • Kopernik Global Investors first reported a position in Hyster-Yale Materials Handling in Q2 2022 and held it in 3 quarters.
  • Kopernik Global Investors's Hyster-Yale Materials Handling position peaked at $8.43M in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2023.

Based on Kopernik Global Investors's 13F filing for Q1 2023, filed 12 May 2023.