PVH
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Psagot Value Holdings’s Hyster-Yale Materials Handling HY Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-598
Closed -$37K – 308
2023
Q4 		$37K Sell
598
-2,927
-83% -$139K 0.02% 280
2023
Q3 		$156K Sell
3,525
-77
-2% -$3.56K 0.08% 172
2023
Q2 		$208K Buy
3,602
+573
+19% +$29.3K 0.11% 159
2023
Q1 		$147K Buy
+3,029
New +$111K 0.06% 203

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Psagot Value Holdings's HY Position: Q1 2024 in Review

Psagot Value Holdings sold out of Hyster-Yale Materials Handling (HY) in Q1 2024, closing a stake of 598 shares — an estimated $37K sold.

Psagot Value Holdings first reported a position in HY in Q1 2023 and held it in 4 quarters. The position peaked at $208K in Q2 2023. 164 funds tracked by Wall St. Rank hold HY as of Q1 2024.

  • Psagot Value Holdings reported no remaining Hyster-Yale Materials Handling position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 598 Hyster-Yale Materials Handling shares in Q1 2024, an estimated $37K.
  • Psagot Value Holdings first reported a position in Hyster-Yale Materials Handling in Q1 2023 and held it in 4 quarters.
  • Psagot Value Holdings's Hyster-Yale Materials Handling position peaked at $208K in Q2 2023.
  • 164 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.