Nisa Investment Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Nisa Investment Advisors’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	$6.21K	Hold	191	–	–	﹤0.01%	2403
2025 Q4	$5.67K	Buy	191 +2	+1%	+$66	﹤0.01%	2422
2025 Q3	$6.97K	Buy	189 +8	+4%	+$312	﹤0.01%	2374
2025 Q2	$7.2K	Buy	181 +102	+129%	+$4.06K	﹤0.01%	2378
2025 Q1	$3.28K	Buy	79 +61	+339%	+$3.03K	﹤0.01%	2347
2024 Q4	$917	Sell	18 -49	-73%	-$2.86K	﹤0.01%	2701
2024 Q3	$4.27K	Buy	67 +29	+76%	+$1.89K	﹤0.01%	2248
2024 Q2	$2.65K	Buy	38 +7	+23%	+$478	﹤0.01%	2346
2024 Q1	$1.99K	Buy	31 +7	+29%	+$449	﹤0.01%	2240
2023 Q4	$1.49K	Hold	24	–	–	﹤0.01%	2211
2023 Q3	$1.07K	Hold	24	–	–	﹤0.01%	2390
2023 Q2	$1.34K	Hold	24	–	–	﹤0.01%	2399
2023 Q1	$1K	Hold	24	–	–	﹤0.01%	2396
2022 Q4	$1K	Hold	24	–	–	﹤0.01%	2442
2022 Q3	$1K	Buy	+24	New	+$748	﹤0.01%	2440
2020 Q1	–	Sell	-3,500	Closed	-$206K	–	2098
2019 Q4	$206K	Hold	3,500	–	–	﹤0.01%	1318
2019 Q3	$192K	Hold	3,500	–	–	﹤0.01%	1335
2019 Q2	$193K	Hold	3,500	–	–	﹤0.01%	1327
2019 Q1	$218K	Hold	3,500	–	–	﹤0.01%	1279
2018 Q4	$217K	Hold	3,500	–	–	﹤0.01%	1219
2018 Q3	$215K	Hold	3,500	–	–	﹤0.01%	1294
2018 Q2	$225K	Hold	3,500	–	–	﹤0.01%	1242
2018 Q1	$249K	Hold	3,500	–	–	﹤0.01%	1179
2017 Q4	$298K	Hold	3,500	–	–	﹤0.01%	1172
2017 Q3	$268K	Hold	3,500	–	–	﹤0.01%	1185
2017 Q2	$261K	Hold	3,500	–	–	﹤0.01%	1179
2017 Q1	$197K	Hold	3,500	–	–	﹤0.01%	1255
2016 Q4	$223K	Hold	3,500	–	–	﹤0.01%	1226
2016 Q3	$210K	Hold	3,500	–	–	﹤0.01%	1210
2016 Q2	$208K	Hold	3,500	–	–	﹤0.01%	1209
2016 Q1	$233K	Buy	+3,500	New	+$199K	﹤0.01%	1186
2015 Q4	–	Sell	-3,500	Closed	-$213K	–	1251
2015 Q3	$213K	Hold	3,500	–	–	﹤0.01%	1197
2015 Q2	$242K	Hold	3,500	–	–	﹤0.01%	1212
2015 Q1	$257K	Hold	3,500	–	–	﹤0.01%	1224
2014 Q4	$256K	Hold	3,500	–	–	﹤0.01%	1192
2014 Q3	$251K	Hold	3,500	–	–	﹤0.01%	1191
2014 Q2	$310K	Hold	3,500	–	–	﹤0.01%	1166
2014 Q1	$341K	Hold	3,500	–	–	﹤0.01%	1152
2013 Q4	$326K	Hold	3,500	–	–	﹤0.01%	1147
2013 Q3	$314K	Hold	3,500	–	–	﹤0.01%	1156
2013 Q2	$220K	Buy	+3,500	New	+$206K	﹤0.01%	1222

Other funds holding HY

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Nisa Investment Advisors's HY Position: Q1 2026 in Review

Nisa Investment Advisors held its Hyster-Yale Materials Handling (HY) position steady in Q1 2026 at 191 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Nisa Investment Advisors first reported a position in HY in Q2 2013 and has held it in 41 quarters since. The position peaked at $341K in Q1 2014. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

Nisa Investment Advisors held 191 shares of Hyster-Yale Materials Handling worth $6.21K as of Q1 2026.
Nisa Investment Advisors left its Hyster-Yale Materials Handling share count unchanged in Q1 2026.
Hyster-Yale Materials Handling made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2403 holding.
Nisa Investment Advisors first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 41 quarters since.
Nisa Investment Advisors's Hyster-Yale Materials Handling position peaked at $341K in Q1 2014.
148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.