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

Mattson Financial Services’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
2025
Q2 		– Sell
-700
Closed -$29.1K – 239
2025
Q1 		$29.1K Hold
700
– – 0.01% 205
2024
Q4 		$44.6K Buy
+700
New +$40.9K 0.01% 177

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Mattson Financial Services's HY Position: Q2 2025 in Review

Mattson Financial Services sold out of Hyster-Yale Materials Handling (HY) in Q2 2025, closing a stake of 700 shares — an estimated $29.1K sold.

Mattson Financial Services first reported a position in HY in Q4 2024 and held it in 2 quarters. The position peaked at $44.6K in Q4 2024. 161 funds tracked by Wall St. Rank hold HY as of Q2 2025.

  • Mattson Financial Services reported no remaining Hyster-Yale Materials Handling position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 700 Hyster-Yale Materials Handling shares in Q2 2025, an estimated $29.1K.
  • Mattson Financial Services first reported a position in Hyster-Yale Materials Handling in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's Hyster-Yale Materials Handling position peaked at $44.6K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.