M&R Capital Management’s Hyster-Yale Materials Handling HY Stock Holding History

M&R Capital Management’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
2024 Q3	$4.65K	Sell	73 -15	-17%	-$979	﹤0.01%	465
2024 Q2	$6.17K	Sell	88 -2	-2%	-$136	﹤0.01%	426
2024 Q1	$5.78K	Sell	90 -37	-29%	-$2.37K	﹤0.01%	436
2023 Q4	$7.88K	Sell	127 -1	-0.8%	-$48	﹤0.01%	427
2023 Q3	$5.71K	Hold	128	–	–	﹤0.01%	455
2023 Q2	$7.16K	Buy	128 +1	+0.8%	+$51	﹤0.01%	427
2023 Q1	$6.37K	Buy	127 +77	+154%	+$2.82K	﹤0.01%	425
2022 Q4	$1.28K	Buy	+50	New	+$1.39K	﹤0.01%	551

Other funds holding HY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&R Capital Management's HY Position: Q3 2024 in Review

M&R Capital Management reduced its Hyster-Yale Materials Handling (HY) stake by 17% in Q3 2024, selling an estimated $979 and leaving 73 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

M&R Capital Management first reported a position in HY in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.88K in Q4 2023. 183 funds tracked by Wall St. Rank hold HY as of Q3 2024.

M&R Capital Management held 73 shares of Hyster-Yale Materials Handling worth $4.65K as of Q3 2024.
M&R Capital Management sold 15 Hyster-Yale Materials Handling shares in Q3 2024, an estimated $979.
Hyster-Yale Materials Handling made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #465 holding.
M&R Capital Management first reported a position in Hyster-Yale Materials Handling in Q4 2022 and has held it in 8 quarters since.
M&R Capital Management's Hyster-Yale Materials Handling position peaked at $7.88K in Q4 2023.
183 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.