SEI Investments’s Hyster-Yale Materials Handling HY Stock Holding History

SEI Investments’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	$760K	Sell	23,363 -5,891	-20%	-$202K	﹤0.01%	2489
2025 Q4	$869K	Sell	29,254 -1,160	-4%	-$38.3K	﹤0.01%	2246
2025 Q3	$1.12M	Sell	30,414 -1,442	-5%	-$56.2K	﹤0.01%	1930
2025 Q2	$1.27M	Sell	31,856 -41	-0.1%	-$1.63K	﹤0.01%	1822
2025 Q1	$1.32M	Sell	31,897 -14,313	-31%	-$712K	﹤0.01%	1792
2024 Q4	$2.35M	Buy	46,210 +507	+1%	+$29.6K	﹤0.01%	1623
2024 Q3	$2.91M	Buy	45,703 +1,537	+3%	+$100K	﹤0.01%	1516
2024 Q2	$3.08M	Buy	44,166 +8,764	+25%	+$598K	﹤0.01%	1450
2024 Q1	$2.27M	Buy	35,402 +18,293	+107%	+$1.17M	﹤0.01%	1576
2023 Q4	$1.06M	Buy	17,109 +2,893	+20%	+$138K	﹤0.01%	1859
2023 Q3	$634K	Sell	14,216 -1,175	-8%	-$54.4K	﹤0.01%	2036
2023 Q2	$859K	Buy	+15,391	New	+$787K	﹤0.01%	1930
2023 Q1	–	Sell	-17,282	Closed	-$437K	–	2711
2022 Q4	$437K	Sell	17,282 -723	-4%	-$20.1K	﹤0.01%	2068
2022 Q3	$387K	Buy	18,005 +1,472	+9%	+$45.9K	﹤0.01%	2203
2022 Q2	$533K	Buy	16,533 +7,856	+91%	+$267K	﹤0.01%	2074
2022 Q1	$288K	Buy	8,677 +200	+2%	+$7.91K	﹤0.01%	2322
2021 Q4	$348K	Sell	8,477 -3,037	-26%	-$133K	﹤0.01%	2283
2021 Q3	$579K	Buy	11,514 +1,700	+17%	+$105K	﹤0.01%	2014
2021 Q2	$716K	Hold	9,814	–	–	﹤0.01%	1936
2021 Q1	$855K	Sell	9,814 -544	-5%	-$47.6K	﹤0.01%	1819
2020 Q4	$617K	Sell	10,358 -2,300	-18%	-$116K	﹤0.01%	1890
2020 Q3	$470K	Buy	12,658 +4,983	+65%	+$196K	﹤0.01%	1911
2020 Q2	$297K	Buy	+7,675	New	+$286K	﹤0.01%	2086
2020 Q1	–	Sell	-3,577	Closed	-$211K	–	2390
2019 Q4	$211K	Sell	3,577 -500	-12%	-$27.8K	﹤0.01%	2265
2019 Q3	$223K	Hold	4,077	–	–	﹤0.01%	2218
2019 Q2	$225K	Sell	4,077 -1,170	-22%	-$65.3K	﹤0.01%	2205
2019 Q1	$327K	Buy	+5,247	New	+$355K	﹤0.01%	2086
2018 Q3	–	Sell	-219	Closed	-$14K	–	2898
2018 Q2	$14K	Hold	219	–	–	﹤0.01%	2902
2018 Q1	$15K	Hold	219	–	–	﹤0.01%	2740
2017 Q4	$19K	Hold	219	–	–	﹤0.01%	2615
2017 Q3	$16K	Hold	219	–	–	﹤0.01%	2559
2017 Q2	$15K	Hold	219	–	–	﹤0.01%	2500
2017 Q1	$12K	Hold	219	–	–	﹤0.01%	2432
2016 Q4	$14K	Hold	219	–	–	﹤0.01%	2411
2016 Q3	$13K	Sell	219 -34	-13%	-$1.93K	﹤0.01%	2358
2016 Q2	$15K	Buy	253 +34	+16%	+$2.13K	﹤0.01%	2204
2016 Q1	$14K	Sell	219 -162	-43%	-$9.19K	﹤0.01%	2121
2015 Q4	$20K	Sell	381 -21,083	-98%	-$1.21M	﹤0.01%	2100
2015 Q3	$1.24M	Buy	21,464 +3,612	+20%	+$231K	0.01%	980
2015 Q2	$1.24M	Buy	17,852 +493	+3%	+$35.9K	0.01%	911
2015 Q1	$1.27M	Buy	17,359 +245	+1%	+$16.6K	0.01%	889
2014 Q4	$1.25M	Buy	+17,114	New	+$1.27M	0.01%	864

Other funds holding HY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

SEI Investments's HY Position: Q1 2026 in Review

SEI Investments reduced its Hyster-Yale Materials Handling (HY) stake by 20% in Q1 2026, selling an estimated $202K and leaving 23,363 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

SEI Investments first reported a position in HY in Q4 2014 and has held it in 42 quarters since. The position peaked at $3.08M in Q2 2024. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

SEI Investments held 23,363 shares of Hyster-Yale Materials Handling worth $760K as of Q1 2026.
SEI Investments sold 5,891 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $202K.
Hyster-Yale Materials Handling made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2489 holding.
SEI Investments first reported a position in Hyster-Yale Materials Handling in Q4 2014 and has held it in 42 quarters since.
SEI Investments's Hyster-Yale Materials Handling position peaked at $3.08M in Q2 2024.
148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.