Marshall Wace
HY icon

Marshall Wace’s Hyster-Yale Materials Handling HY Stock Holding History

Marshall Wace’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
Q1 		– Sell
-25,864
Closed -$1.61M – 2602
2023
Q4 		$1.61M Sell
25,864
-30,641
-54% -$1.46M ﹤0.01% 1310
2023
Q3 		$2.52M Buy
56,505
+30,405
+116% +$1.41M 0.01% 1121
2023
Q2 		$1.46M Sell
26,100
-15,284
-37% -$782K ﹤0.01% 1562
2023
Q1 		$2.06M Buy
+41,384
New +$1.52M ﹤0.01% 1442
2020
Q4 		– Sell
-14,621
Closed -$543K – 2005
2020
Q3 		$543K Buy
+14,621
New +$576K ﹤0.01% 1219
2014
Q4 		– Sell
-10,478
Closed -$750K – 873
2014
Q3 		$750K Buy
10,478
+1,457
+16% +$116K 0.01% 590
2014
Q2 		$799K Sell
9,021
-23,509
-72% -$2.13M 0.01% 542
2014
Q1 		$3.17M Buy
+32,530
New +$3.06M 0.06% 288

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return