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Putnam Investments’s Hyster-Yale Materials Handling HY Stock Holding History

Putnam Investments’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
2023
Q4 		$781K Sell
12,561
-390
-3% -$18.6K ﹤0.01% 874
2023
Q3 		$577K Sell
12,951
-59,777
-82% -$2.77M ﹤0.01% 903
2023
Q2 		$4.06M Buy
+72,728
New +$3.72M 0.01% 502
2018
Q4 		– Sell
-20,557
Closed -$1.26M – 1006
2018
Q3 		$1.26M Buy
+20,557
New +$1.3M ﹤0.01% 825
2018
Q2 		– Sell
-14,109
Closed -$987K – 1119
2018
Q1 		$987K Sell
14,109
-6,439
-31% -$509K ﹤0.01% 865
2017
Q4 		$1.75M Sell
20,548
-50,832
-71% -$4.18M ﹤0.01% 778
2017
Q3 		$5.46M Sell
71,380
-40,729
-36% -$2.86M 0.01% 499
2017
Q2 		$7.88M Buy
+112,109
New +$7.64M 0.02% 421
2016
Q2 		– Sell
-33,688
Closed -$2.24M – 1369
2016
Q1 		$2.24M Sell
33,688
-199
-0.6% -$11.3K 0.01% 914
2015
Q4 		$1.78M Sell
33,887
-32
-0.1% -$1.84K ﹤0.01% 1006
2015
Q3 		$1.96M Buy
33,919
+119
+0.4% +$7.59K ﹤0.01% 990
2015
Q2 		$2.34M Sell
33,800
-5,534
-14% -$403K ﹤0.01% 1004
2015
Q1 		$2.88M Sell
39,334
-303
-0.8% -$20.5K 0.01% 939
2014
Q4 		$2.9M Sell
39,637
-1,354
-3% -$101K 0.01% 918
2014
Q3 		$2.94M Sell
40,991
-497
-1% -$39.6K 0.01% 931
2014
Q2 		$3.67M Buy
41,488
+43
+0.1% +$3.9K 0.01% 872
2014
Q1 		$4.04M Buy
41,445
+32,660
+372% +$3.07M 0.01% 854
2013
Q4 		$818K Sell
8,785
-608
-6% -$53K ﹤0.01% 1250
2013
Q3 		$843K Sell
9,393
-1,439
-13% -$110K ﹤0.01% 1251
2013
Q2 		$680K Buy
+10,832
New +$637K ﹤0.01% 1270

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Putnam Investments's HY Position: Q4 2023 in Review

Putnam Investments reduced its Hyster-Yale Materials Handling (HY) stake by 3% in Q4 2023, selling an estimated $18.6K and leaving 12,561 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Putnam Investments first reported a position in HY in Q2 2013 and has held it in 20 quarters since. The position peaked at $7.88M in Q2 2017. 165 funds tracked by Wall St. Rank hold HY as of Q4 2023.

  • Putnam Investments held 12,561 shares of Hyster-Yale Materials Handling worth $781K as of Q4 2023.
  • Putnam Investments sold 390 Hyster-Yale Materials Handling shares in Q4 2023, an estimated $18.6K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #874 holding.
  • Putnam Investments first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 20 quarters since.
  • Putnam Investments's Hyster-Yale Materials Handling position peaked at $7.88M in Q2 2017.
  • 165 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.