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Richards, Merrill & Peterson’s Hyster-Yale Materials Handling HY Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-200
Closed -$8.31K – 326
2025
Q1 		$8.31K Buy
+200
New +$9.95K ﹤0.01% 413

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Richards, Merrill & Peterson's HY Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Hyster-Yale Materials Handling (HY) in Q2 2025, closing a stake of 200 shares — an estimated $8.31K sold.

Richards, Merrill & Peterson first reported a position in HY in Q1 2025 and held it in 1 quarter. The position peaked at $8.31K in Q1 2025. 161 funds tracked by Wall St. Rank hold HY as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Hyster-Yale Materials Handling position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 200 Hyster-Yale Materials Handling shares in Q2 2025, an estimated $8.31K.
  • Richards, Merrill & Peterson first reported a position in Hyster-Yale Materials Handling in Q1 2025 and held it in 1 quarter.
  • Richards, Merrill & Peterson's Hyster-Yale Materials Handling position peaked at $8.31K in Q1 2025.
  • 161 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.