Petrus Trust Company’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
+11,568
| New | +$460K | 0.05% | 138 |
|
|
2024
Q2 | – | Sell |
-5,855
| Closed | -$376K | – | 664 |
|
|
2024
Q1 | $376K | Sell |
5,855
-10,167
| -63% | -$652K | 0.03% | 335 |
|
|
2023
Q4 | $996K | Buy |
+16,022
| New | +$996K | 0.09% | 45 |
|
|
2023
Q2 | – | Sell |
-7,085
| Closed | -$353K | – | 663 |
|
|
2023
Q1 | $353K | Sell |
7,085
-2,512
| -26% | -$125K | 0.04% | 219 |
|
|
2022
Q4 | $243K | Buy |
+9,597
| New | +$243K | 0.03% | 357 |
|
|
2019
Q4 | – | Sell |
-5,822
| Closed | -$319K | – | 318 |
|
|
2019
Q3 | $319K | Buy |
+5,822
| New | +$319K | 0.06% | 84 |
|