Rockefeller Capital Management’s Hyster-Yale Materials Handling HY Stock Holding History

Rockefeller Capital 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
2022 Q3	–	Sell	-81	Closed	-$2K	–	4104
2022 Q2	$2K	Sell	81 -47	-37%	-$1.6K	﹤0.01%	3788
2022 Q1	$4K	Hold	128	–	–	﹤0.01%	3413
2021 Q4	$5K	Hold	128	–	–	﹤0.01%	3269
2021 Q3	$6K	Hold	128	–	–	﹤0.01%	3099
2021 Q2	$9K	Sell	128 -2,100	-94%	-$163K	﹤0.01%	2817
2021 Q1	$194K	Buy	2,228 +2,100	+1,641%	+$184K	﹤0.01%	1340
2020 Q4	$7K	Hold	128	–	–	﹤0.01%	2337
2020 Q3	$4K	Hold	128	–	–	﹤0.01%	2285
2020 Q2	$5K	Hold	128	–	–	﹤0.01%	2096
2020 Q1	$5K	Hold	128	–	–	﹤0.01%	1954
2019 Q4	$8K	Hold	128	–	–	﹤0.01%	1668
2019 Q3	$7K	Hold	128	–	–	﹤0.01%	1530
2019 Q2	$7K	Buy	+128	New	+$7.14K	﹤0.01%	1348

Other funds holding HY

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rockefeller Capital Management's HY Position: Q3 2022 in Review

Rockefeller Capital Management sold out of Hyster-Yale Materials Handling (HY) in Q3 2022, closing a stake of 81 shares — an estimated $2K sold.

Rockefeller Capital Management first reported a position in HY in Q2 2019 and held it in 13 quarters. The position peaked at $194K in Q1 2021. 91 funds tracked by Wall St. Rank hold HY as of Q3 2022.

Rockefeller Capital Management reported no remaining Hyster-Yale Materials Handling position as of Q3 2022 after selling out during the quarter.
Rockefeller Capital Management sold 81 Hyster-Yale Materials Handling shares in Q3 2022, an estimated $2K.
Rockefeller Capital Management first reported a position in Hyster-Yale Materials Handling in Q2 2019 and held it in 13 quarters.
Rockefeller Capital Management's Hyster-Yale Materials Handling position peaked at $194K in Q1 2021.
91 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2022.

Based on Rockefeller Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.