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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 $11.1B AUM 41.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Occudo Quantitative Strategies's HY Position: Q2 2024 in Review

Occudo Quantitative Strategies sold out of Hyster-Yale Materials Handling (HY) in Q2 2024, closing a stake of 7,561 shares — an estimated $485K sold.

Occudo Quantitative Strategies first reported a position in HY in Q1 2023 and held it in 5 quarters. The position peaked at $703K in Q1 2023. 175 funds tracked by Wall St. Rank hold HY as of Q2 2024.

  • Occudo Quantitative Strategies reported no remaining Hyster-Yale Materials Handling position as of Q2 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 7,561 Hyster-Yale Materials Handling shares in Q2 2024, an estimated $485K.
  • Occudo Quantitative Strategies first reported a position in Hyster-Yale Materials Handling in Q1 2023 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Hyster-Yale Materials Handling position peaked at $703K in Q1 2023.
  • 175 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2024, filed 14 Aug 2024.