OQS
HY icon

Occudo Quantitative Strategies’s Hyster-Yale Materials Handling HY Stock Holding History

Occudo Quantitative Strategies’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
Q2 		– Sell
-7,561
Closed -$485K – 865
2024
Q1 		$485K Sell
7,561
-2,908
-28% -$187K 0.08% 312
2023
Q4 		$651K Buy
10,469
+1,804
+21% +$85.9K 0.09% 311
2023
Q3 		$386K Sell
8,665
-2,054
-19% -$95K 0.05% 580
2023
Q2 		$599K Sell
10,719
-3,375
-24% -$173K 0.06% 487
2023
Q1 		$703K Buy
+14,094
New +$517K 0.06% 418

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return