MAM
HY icon

Martingale Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Martingale Asset 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
2026
Q1 		$813K Buy
25,018
+1,898
+8% +$65.1K 0.02% 547
2025
Q4 		$687K Sell
23,120
-22
-0.1% -$726 0.02% 550
2025
Q3 		$853K Buy
23,142
+2,210
+11% +$86.2K 0.02% 517
2025
Q2 		$833K Buy
20,932
+2,101
+11% +$83.7K 0.02% 508
2025
Q1 		$782K Buy
18,831
+3,157
+20% +$157K 0.02% 518
2024
Q4 		$798K Buy
15,674
+5,089
+48% +$297K 0.02% 525
2024
Q3 		$675K Buy
+10,585
New +$691K 0.02% 558
2021
Q4 		– Sell
-15,206
Closed -$765K – 854
2021
Q3 		$765K Sell
15,206
-513
-3% -$31.5K 0.01% 576
2021
Q2 		$1.15M Sell
15,719
-96
-0.6% -$7.45K 0.01% 368
2021
Q1 		$1.38M Sell
15,815
-100
-0.6% -$8.75K 0.02% 346
2020
Q4 		$948K Buy
15,915
+9,507
+148% +$480K 0.01% 457
2020
Q3 		$239K Buy
+6,408
New +$252K ﹤0.01% 945
2019
Q2 		– Sell
-12,602
Closed -$786K – 1027
2019
Q1 		$786K Sell
12,602
-3,200
-20% -$217K 0.01% 825
2018
Q4 		$980K Hold
15,802
– – 0.01% 730
2018
Q3 		$973K Hold
15,802
– – 0.01% 739
2018
Q2 		$1.02M Buy
15,802
+5,587
+55% +$388K 0.01% 741
2018
Q1 		$715K Sell
10,215
-3,094
-23% -$245K 0.01% 781
2017
Q4 		$1.13M Buy
13,309
+3,703
+39% +$305K 0.02% 682
2017
Q3 		$735K Buy
+9,606
New +$674K 0.01% 785
2015
Q4 		– Sell
-17,954
Closed -$1.04M – 849
2015
Q3 		$1.04M Buy
17,954
+7,351
+69% +$469K 0.03% 467
2015
Q2 		$735K Buy
+10,603
New +$772K 0.02% 602
2015
Q1 		– Sell
-4,457
Closed -$327K – 882
2014
Q4 		$327K Sell
4,457
-4,803
-52% -$358K 0.01% 765
2014
Q3 		$664K Hold
9,260
– – 0.02% 611
2014
Q2 		$820K Sell
9,260
-197
-2% -$17.9K 0.03% 576
2014
Q1 		$923K Sell
9,457
-52
-0.5% -$4.89K 0.03% 521
2013
Q4 		$886K Sell
9,509
-6,800
-42% -$592K 0.03% 590
2013
Q3 		$1.46M Sell
16,309
-4,401
-21% -$337K 0.05% 378
2013
Q2 		$1.3M Buy
+20,710
New +$1.22M 0.05% 394

Other funds holding HY

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
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

Martingale Asset Management's HY Position: Q1 2026 in Review

Martingale Asset Management increased its Hyster-Yale Materials Handling (HY) stake by 8.2% in Q1 2026, buying an estimated $65.1K and bringing the position to 25,018 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #547.

Martingale Asset Management first reported a position in HY in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.46M in Q3 2013. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Martingale Asset Management held 25,018 shares of Hyster-Yale Materials Handling worth $813K as of Q1 2026.
  • Martingale Asset Management bought 1,898 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $65.1K.
  • Hyster-Yale Materials Handling made up 0.02% of Martingale Asset Management's portfolio in Q1 2026, its #547 holding.
  • Martingale Asset Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 28 quarters since.
  • Martingale Asset Management's Hyster-Yale Materials Handling position peaked at $1.46M in Q3 2013.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.