RWMG
HY icon

Redwood Wealth Management Group’s Hyster-Yale Materials Handling HY Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-110
Closed -$7.67K – 570
2024
Q2 		$7.67K Buy
+110
New +$7.51K 0.01% 653

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Redwood Wealth Management Group's HY Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Hyster-Yale Materials Handling (HY) in Q3 2024, closing a stake of 110 shares — an estimated $7.67K sold.

Redwood Wealth Management Group first reported a position in HY in Q2 2024 and held it in 1 quarter. The position peaked at $7.67K in Q2 2024. 183 funds tracked by Wall St. Rank hold HY as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Hyster-Yale Materials Handling position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 110 Hyster-Yale Materials Handling shares in Q3 2024, an estimated $7.67K.
  • Redwood Wealth Management Group first reported a position in Hyster-Yale Materials Handling in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Hyster-Yale Materials Handling position peaked at $7.67K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.