Mackenzie Financial
HY icon

Mackenzie Financial’s Hyster-Yale Materials Handling HY Stock Holding History

Mackenzie Financial’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
2026
Q1 		– Sell
-47,048
Closed -$1.4M – 1572
2025
Q4 		$1.4M Buy
47,048
+12,104
+35% +$399K ﹤0.01% 968
2025
Q3 		$1.29M Buy
+34,944
New +$1.36M ﹤0.01% 993
2025
Q1 		– Sell
-4,744
Closed -$242K – 1737
2024
Q4 		$242K Buy
+4,744
New +$277K ﹤0.01% 1475

Other funds holding HY

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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Mackenzie Financial's HY Position: Q1 2026 in Review

Mackenzie Financial sold out of Hyster-Yale Materials Handling (HY) in Q1 2026, closing a stake of 47,048 shares — an estimated $1.4M sold.

Mackenzie Financial first reported a position in HY in Q4 2024 and held it in 3 quarters. The position peaked at $1.4M in Q4 2025. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Mackenzie Financial reported no remaining Hyster-Yale Materials Handling position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 47,048 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $1.4M.
  • Mackenzie Financial first reported a position in Hyster-Yale Materials Handling in Q4 2024 and held it in 3 quarters.
  • Mackenzie Financial's Hyster-Yale Materials Handling position peaked at $1.4M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.