SageView Advisory Group
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SageView Advisory Group’s Hyster-Yale Materials Handling HY Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-800
Closed -$23.8K – 1402
2025
Q4 		$23.8K Buy
+800
New +$26.4K ﹤0.01% 1379

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GAMCO Investors
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

SageView Advisory Group's HY Position: Q1 2026 in Review

SageView Advisory Group sold out of Hyster-Yale Materials Handling (HY) in Q1 2026, closing a stake of 800 shares — an estimated $23.8K sold.

SageView Advisory Group first reported a position in HY in Q4 2025 and held it in 1 quarter. The position peaked at $23.8K in Q4 2025. 149 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • SageView Advisory Group reported no remaining Hyster-Yale Materials Handling position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 800 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $23.8K.
  • SageView Advisory Group first reported a position in Hyster-Yale Materials Handling in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Hyster-Yale Materials Handling position peaked at $23.8K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.