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NewEdge Advisors’s
Hyster-Yale Materials Handling
HY
Stock Holding History
NewEdge Advisors’s Portfolio
HY Stock Details
HY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$46.2K
Buy
1,422
+24
+2%
+$824
﹤0.01%
2953
2025
Q4
$41.5K
Buy
1,398
+162
+13%
+$5.34K
﹤0.01%
3008
2025
Q3
$45.6K
Buy
1,236
+235
+23%
+$9.17K
﹤0.01%
2855
2025
Q2
$39.8K
Buy
1,001
+109
+12%
+$4.34K
﹤0.01%
2733
2025
Q1
$37.1K
Buy
892
+3
+0.3%
+$149
﹤0.01%
2653
2024
Q4
$45.3K
Buy
889
+3
+0.3%
+$175
﹤0.01%
2552
2024
Q3
$56.5K
Buy
886
+2
+0.2%
+$130
﹤0.01%
2394
2024
Q2
$61.6K
Sell
884
-18
-2%
-$1.23K
﹤0.01%
2282
2024
Q1
$57.9K
Buy
902
+2
+0.2%
+$128
﹤0.01%
2260
2023
Q4
$56K
Buy
900
+2
+0.2%
+$95
﹤0.01%
2191
2023
Q3
$40K
Buy
898
+4
+0.4%
+$185
﹤0.01%
2157
2023
Q2
$49.9K
Buy
894
+11
+1%
+$563
﹤0.01%
2087
2023
Q1
$44K
Buy
883
+209
+31%
+$7.66K
﹤0.01%
2050
2022
Q4
$17
Buy
+674
New
+$18.8K
﹤0.01%
3626
Other funds holding HY
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Bethesda, Maryland
$67.5B AUM
28.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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