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

Scotia Capital’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
Q1 		– Sell
-31,873
Closed -$1.62M – 880
2024
Q4 		$1.62M Buy
31,873
+223
+0.7% +$13K 0.01% 440
2024
Q3 		$2.02M Buy
31,650
+680
+2% +$44.4K 0.01% 389
2024
Q2 		$2.16M Buy
+30,970
New +$2.11M 0.01% 364

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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

Scotia Capital's HY Position: Q1 2025 in Review

Scotia Capital sold out of Hyster-Yale Materials Handling (HY) in Q1 2025, closing a stake of 31,873 shares — an estimated $1.62M sold.

Scotia Capital first reported a position in HY in Q2 2024 and held it in 3 quarters. The position peaked at $2.16M in Q2 2024. 179 funds tracked by Wall St. Rank hold HY as of Q1 2025.

  • Scotia Capital reported no remaining Hyster-Yale Materials Handling position as of Q1 2025 after selling out during the quarter.
  • Scotia Capital sold 31,873 Hyster-Yale Materials Handling shares in Q1 2025, an estimated $1.62M.
  • Scotia Capital first reported a position in Hyster-Yale Materials Handling in Q2 2024 and held it in 3 quarters.
  • Scotia Capital's Hyster-Yale Materials Handling position peaked at $2.16M in Q2 2024.
  • 179 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2025.

Based on Scotia Capital's 13F filing for Q1 2025, filed 9 May 2025.