Rafferty Asset Management
HY icon

Rafferty Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Rafferty 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
Q1 		– Sell
-3,287
Closed -$204K – 1088
2023
Q4 		$204K Buy
+3,287
New +$157K ﹤0.01% 1059
2023
Q2 		– Sell
-5,808
Closed -$290K – 1114
2023
Q1 		$290K Buy
+5,808
New +$213K ﹤0.01% 1043

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

Rafferty Asset Management's HY Position: Q1 2024 in Review

Rafferty Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q1 2024, closing a stake of 3,287 shares — an estimated $204K sold.

Rafferty Asset Management first reported a position in HY in Q1 2023 and held it in 2 quarters. The position peaked at $290K in Q1 2023. 164 funds tracked by Wall St. Rank hold HY as of Q1 2024.

  • Rafferty Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q1 2024 after selling out during the quarter.
  • Rafferty Asset Management sold 3,287 Hyster-Yale Materials Handling shares in Q1 2024, an estimated $204K.
  • Rafferty Asset Management first reported a position in Hyster-Yale Materials Handling in Q1 2023 and held it in 2 quarters.
  • Rafferty Asset Management's Hyster-Yale Materials Handling position peaked at $290K in Q1 2023.
  • 164 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2024.

Based on Rafferty Asset Management's 13F filing for Q1 2024, filed 13 May 2024.