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Lindbrook Capital’s Hyster-Yale Materials Handling HY Stock Holding History

Lindbrook Capital’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
2025
Q1 		$1.33K Hold
32
– – ﹤0.01% 2393
2024
Q4 		$1.63K Sell
32
-8
-20% -$468 ﹤0.01% 2364
2024
Q3 		$2.55K Buy
40
+8
+25% +$522 ﹤0.01% 2271
2024
Q2 		$2.23K Sell
32
-1
-3% -$68 ﹤0.01% 2315
2024
Q1 		$2.12K Buy
33
+1
+3% +$64 ﹤0.01% 2221
2023
Q4 		$1.99K Hold
32
– – ﹤0.01% 2264
2023
Q3 		$1.43K Buy
32
+5
+19% +$231 ﹤0.01% 2242
2023
Q2 		$1.51K Buy
+27
New +$1.38K ﹤0.01% 2257
2023
Q1 		– Sell
-7
Closed -$177 – 2839
2022
Q4 		$177 Buy
+7
New +$195 ﹤0.01% 2744
2022
Q3 		– Sell
-64
Closed -$2K – 2748
2022
Q2 		$2K Buy
+64
New +$2.18K ﹤0.01% 1972
2022
Q1 		– Sell
-26
Closed -$1K – 2540
2021
Q4 		$1K Buy
26
+19
+271% +$830 ﹤0.01% 1936
2021
Q3 		$0 Buy
+7
New +$430 ﹤0.01% 1913
2020
Q2 		– Sell
-30
Closed -$1K – 1789
2020
Q1 		$1K Sell
30
-20
-40% -$1.01K ﹤0.01% 1473
2019
Q4 		$3K Sell
50
-54
-52% -$3K ﹤0.01% 1207
2019
Q3 		$6K Hold
104
– – ﹤0.01% 1028
2019
Q2 		$5K Hold
104
– – ﹤0.01% 1060
2019
Q1 		$6K Hold
104
– – ﹤0.01% 1032
2018
Q4 		$6K Buy
+104
New +$6.48K ﹤0.01% 968

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 $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's HY Position: Q1 2025 in Review

Lindbrook Capital held its Hyster-Yale Materials Handling (HY) position steady in Q1 2025 at 32 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Lindbrook Capital first reported a position in HY in Q4 2018 and has held it in 18 quarters since. The position peaked at $6K in Q3 2019. 179 funds tracked by Wall St. Rank hold HY as of Q1 2025.

  • Lindbrook Capital held 32 shares of Hyster-Yale Materials Handling worth $1.33K as of Q1 2025.
  • Lindbrook Capital left its Hyster-Yale Materials Handling share count unchanged in Q1 2025.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2393 holding.
  • Lindbrook Capital first reported a position in Hyster-Yale Materials Handling in Q4 2018 and has held it in 18 quarters since.
  • Lindbrook Capital's Hyster-Yale Materials Handling position peaked at $6K in Q3 2019.
  • 179 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.