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LRI Investments’s Hyster-Yale Materials Handling HY Stock Holding History

LRI Investments’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
Q3 		– Sell
-25
Closed -$995 – 1330
2025
Q2 		$995 Hold
25
– – ﹤0.01% 1214
2025
Q1 		$1.04K Hold
25
– – ﹤0.01% 1151
2024
Q4 		$1.27K Hold
25
– – ﹤0.01% 1101
2024
Q3 		$1.32K Hold
25
– – ﹤0.01% 1091
2024
Q2 		$1.74K Buy
+25
New +$1.71K ﹤0.01% 1068

Other funds holding HY

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LRI Investments's HY Position: Q3 2025 in Review

LRI Investments sold out of Hyster-Yale Materials Handling (HY) in Q3 2025, closing a stake of 25 shares — an estimated $995 sold.

LRI Investments first reported a position in HY in Q2 2024 and held it in 5 quarters. The position peaked at $1.74K in Q2 2024. 157 funds tracked by Wall St. Rank hold HY as of Q3 2025.

  • LRI Investments reported no remaining Hyster-Yale Materials Handling position as of Q3 2025 after selling out during the quarter.
  • LRI Investments sold 25 Hyster-Yale Materials Handling shares in Q3 2025, an estimated $995.
  • LRI Investments first reported a position in Hyster-Yale Materials Handling in Q2 2024 and held it in 5 quarters.
  • LRI Investments's Hyster-Yale Materials Handling position peaked at $1.74K in Q2 2024.
  • 157 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2025.

Based on LRI Investments's 13F filing for Q3 2025, filed 3 Nov 2025.