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O'Shaughnessy Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

O'Shaughnessy Asset 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
Q4 		– Sell
-3,510
Closed -$237K – 2239
2024
Q3 		$237K Buy
+3,510
New +$229K ﹤0.01% 1590
2021
Q3 		– Sell
-21
Closed -$2K – 2785
2021
Q2 		$2K Sell
21
-16
-43% -$1.24K ﹤0.01% 2304
2021
Q1 		$3K Buy
+37
New +$3.24K ﹤0.01% 2014
2019
Q4 		– Sell
-1,056
Closed -$58K – 1849
2019
Q3 		$58K Sell
1,056
-58
-5% -$3.22K ﹤0.01% 716
2019
Q2 		$62K Sell
1,114
-3,657
-77% -$204K ﹤0.01% 706
2019
Q1 		$298K Buy
4,771
+2,215
+87% +$150K 0.01% 472
2018
Q4 		$158K Buy
2,556
+479
+23% +$29.8K ﹤0.01% 540
2018
Q3 		$128K Buy
+2,077
New +$131K ﹤0.01% 615
2016
Q4 		– Sell
-1,002
Closed -$60K – 951
2016
Q3 		$60K Sell
1,002
-913
-48% -$51.7K ﹤0.01% 670
2016
Q2 		$114K Sell
1,915
-851
-31% -$53.4K ﹤0.01% 568
2016
Q1 		$185K Sell
2,766
-635
-19% -$36K ﹤0.01% 462
2015
Q4 		$178K Sell
3,401
-82
-2% -$4.71K ﹤0.01% 483
2015
Q3 		$201K Buy
3,483
+1,668
+92% +$106K ﹤0.01% 495
2015
Q2 		$126K Buy
1,815
+26
+1% +$1.89K ﹤0.01% 569
2015
Q1 		$131K Buy
1,789
+811
+83% +$54.9K ﹤0.01% 562
2014
Q4 		$72K Sell
978
-3,954
-80% -$294K ﹤0.01% 618
2014
Q3 		$353K Sell
4,932
-1,199
-20% -$95.5K 0.01% 450
2014
Q2 		$543K Sell
6,131
-11,205
-65% -$1.02M 0.01% 408
2014
Q1 		$1.69M Sell
17,336
-35
-0.2% -$3.29K 0.03% 261
2013
Q4 		$1.61M Buy
17,371
+15,969
+1,139% +$1.39M 0.03% 260
2013
Q3 		$126K Sell
1,402
-124
-8% -$9.5K ﹤0.01% 564
2013
Q2 		$96K Buy
+1,526
New +$89.7K ﹤0.01% 576

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

O'Shaughnessy Asset Management's HY Position: Q4 2024 in Review

O'Shaughnessy Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2024, closing a stake of 3,510 shares — an estimated $237K sold.

O'Shaughnessy Asset Management first reported a position in HY in Q2 2013 and held it in 22 quarters. The position peaked at $1.69M in Q1 2014. 181 funds tracked by Wall St. Rank hold HY as of Q4 2024.

  • O'Shaughnessy Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2024 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 3,510 Hyster-Yale Materials Handling shares in Q4 2024, an estimated $237K.
  • O'Shaughnessy Asset Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 22 quarters.
  • O'Shaughnessy Asset Management's Hyster-Yale Materials Handling position peaked at $1.69M in Q1 2014.
  • 181 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2024.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.