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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Marshall Wace's HY Position: Q1 2024 in Review

Marshall Wace sold out of Hyster-Yale Materials Handling (HY) in Q1 2024, closing a stake of 25,864 shares — an estimated $1.61M sold.

Marshall Wace first reported a position in HY in Q1 2014 and held it in 8 quarters. The position peaked at $3.17M in Q1 2014. 164 funds tracked by Wall St. Rank hold HY as of Q1 2024.

Marshall Wace reported no remaining Hyster-Yale Materials Handling position as of Q1 2024 after selling out during the quarter.
Marshall Wace sold 25,864 Hyster-Yale Materials Handling shares in Q1 2024, an estimated $1.61M.
Marshall Wace first reported a position in Hyster-Yale Materials Handling in Q1 2014 and held it in 8 quarters.
Marshall Wace's Hyster-Yale Materials Handling position peaked at $3.17M in Q1 2014.
164 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2024.

Based on Marshall Wace's 13F filing for Q1 2024, filed 15 May 2024.