New York Life Investment Management’s Hyster-Yale Materials Handling HY Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-6,977	Closed	-$434K	–	1421
2023 Q4	$434K	Sell	6,977 -160	-2%	-$7.62K	﹤0.01%	941
2023 Q3	$318K	Sell	7,137 -1,124	-14%	-$52K	﹤0.01%	1096
2023 Q2	$461K	Sell	8,261 -1,424	-15%	-$72.8K	﹤0.01%	782
2023 Q1	$483K	Sell	9,685 -7,394	-43%	-$271K	0.01%	840
2022 Q4	$432K	Buy	17,079 +1,924	+13%	+$53.6K	﹤0.01%	1018
2022 Q3	$326K	Buy	15,155 +1,113	+8%	+$34.7K	﹤0.01%	1067
2022 Q2	$452K	Buy	+14,042	New	+$478K	0.01%	784
2015 Q2	–	Sell	-3,392	Closed	-$249K	–	265
2015 Q1	$249K	Hold	3,392	–	–	0.03%	181
2014 Q4	$248K	Sell	3,392 -847	-20%	-$63.1K	0.03%	165
2014 Q3	$304K	Hold	4,239	–	–	0.05%	123
2014 Q2	$375K	Buy	+4,239	New	+$385K	0.06%	109

Other funds holding HY

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York Life Investment Management's HY Position: Q1 2024 in Review

New York Life Investment Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2024, closing a stake of 6,977 shares — an estimated $434K sold.

New York Life Investment Management first reported a position in HY in Q2 2014 and held it in 11 quarters. The position peaked at $483K in Q1 2023. 164 funds tracked by Wall St. Rank hold HY as of Q1 2024.

New York Life Investment Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 6,977 Hyster-Yale Materials Handling shares in Q1 2024, an estimated $434K.
New York Life Investment Management first reported a position in Hyster-Yale Materials Handling in Q2 2014 and held it in 11 quarters.
New York Life Investment Management's Hyster-Yale Materials Handling position peaked at $483K in Q1 2023.
164 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.