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Petrus Trust Company’s Hyster-Yale Materials Handling HY Stock Holding History

Petrus Trust Company’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
2025
Q3 		– Sell
-11,568
Closed -$460K – 334
2025
Q2 		$460K Buy
+11,568
New +$461K 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 +$763K 0.09% 45
2023
Q2 		– Sell
-7,085
Closed -$353K – 663
2023
Q1 		$353K Sell
7,085
-2,512
-26% -$92.1K 0.04% 219
2022
Q4 		$243K Buy
+9,597
New +$267K 0.03% 357
2019
Q4 		– Sell
-5,822
Closed -$319K – 318
2019
Q3 		$319K Buy
+5,822
New +$324K 0.06% 84

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Petrus Trust Company's HY Position: Q3 2025 in Review

Petrus Trust Company sold out of Hyster-Yale Materials Handling (HY) in Q3 2025, closing a stake of 11,568 shares — an estimated $460K sold.

Petrus Trust Company first reported a position in HY in Q3 2019 and held it in 6 quarters. The position peaked at $996K in Q4 2023. 157 funds tracked by Wall St. Rank hold HY as of Q3 2025.

  • Petrus Trust Company reported no remaining Hyster-Yale Materials Handling position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 11,568 Hyster-Yale Materials Handling shares in Q3 2025, an estimated $460K.
  • Petrus Trust Company first reported a position in Hyster-Yale Materials Handling in Q3 2019 and held it in 6 quarters.
  • Petrus Trust Company's Hyster-Yale Materials Handling position peaked at $996K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.