Martingale Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Buy |
20,932
+2,101
| +11% | +$83.6K | 0.02% | 508 |
|
|
2025
Q1 | $782K | Buy |
18,831
+3,157
| +20% | +$131K | 0.02% | 518 |
|
|
2024
Q4 | $798K | Buy |
15,674
+5,089
| +48% | +$259K | 0.02% | 525 |
|
|
2024
Q3 | $675K | Buy |
+10,585
| New | +$675K | 0.02% | 558 |
|
|
2021
Q4 | – | Sell |
-15,206
| Closed | -$765K | – | 854 |
|
|
2021
Q3 | $765K | Sell |
15,206
-513
| -3% | -$25.8K | 0.01% | 576 |
|
|
2021
Q2 | $1.15M | Sell |
15,719
-96
| -0.6% | -$7.01K | 0.01% | 368 |
|
|
2021
Q1 | $1.38M | Sell |
15,815
-100
| -0.6% | -$8.71K | 0.02% | 346 |
|
|
2020
Q4 | $948K | Buy |
15,915
+9,507
| +148% | +$566K | 0.01% | 457 |
|
|
2020
Q3 | $239K | Buy |
+6,408
| New | +$239K | ﹤0.01% | 945 |
|
|
2019
Q2 | – | Sell |
-12,602
| Closed | -$786K | – | 1027 |
|
|
2019
Q1 | $786K | Sell |
12,602
-3,200
| -20% | -$200K | 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% | +$359K | 0.01% | 741 |
|
|
2018
Q1 | $715K | Sell |
10,215
-3,094
| -23% | -$217K | 0.01% | 781 |
|
|
2017
Q4 | $1.13M | Buy |
13,309
+3,703
| +39% | +$316K | 0.02% | 682 |
|
|
2017
Q3 | $735K | Buy |
+9,606
| New | +$735K | 0.01% | 785 |
|
|
2015
Q4 | – | Sell |
-17,954
| Closed | -$1.04M | – | 849 |
|
|
2015
Q3 | $1.04M | Buy |
17,954
+7,351
| +69% | +$425K | 0.03% | 467 |
|
|
2015
Q2 | $735K | Buy |
+10,603
| New | +$735K | 0.02% | 602 |
|
|
2015
Q1 | – | Sell |
-4,457
| Closed | -$327K | – | 882 |
|
|
2014
Q4 | $327K | Sell |
4,457
-4,803
| -52% | -$352K | 0.01% | 765 |
|
|
2014
Q3 | $664K | Hold |
9,260
| – | – | 0.02% | 611 |
|
|
2014
Q2 | $820K | Sell |
9,260
-197
| -2% | -$17.4K | 0.03% | 576 |
|
|
2014
Q1 | $923K | Sell |
9,457
-52
| -0.5% | -$5.08K | 0.03% | 521 |
|
|
2013
Q4 | $886K | Sell |
9,509
-6,800
| -42% | -$634K | 0.03% | 590 |
|
|
2013
Q3 | $1.46M | Sell |
16,309
-4,401
| -21% | -$395K | 0.05% | 378 |
|
|
2013
Q2 | $1.3M | Buy |
+20,710
| New | +$1.3M | 0.05% | 394 |
|