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Sherbrooke Park Advisers’s Hyster-Yale Materials Handling HY Stock Holding History

Sherbrooke Park Advisers’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
-5,330
Closed -$221K – 637
2025
Q1 		$221K Buy
5,330
+423
+9% +$21K 0.1% 400
2024
Q4 		$250K Buy
+4,907
New +$287K 0.08% 482
2024
Q3 		– Sell
-5,036
Closed -$351K – 1056
2024
Q2 		$351K Buy
5,036
+1,343
+36% +$91.6K 0.06% 561
2024
Q1 		$237K Buy
+3,693
New +$237K 0.05% 660

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Sherbrooke Park Advisers's HY Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Hyster-Yale Materials Handling (HY) in Q2 2025, closing a stake of 5,330 shares — an estimated $221K sold.

Sherbrooke Park Advisers first reported a position in HY in Q1 2024 and held it in 4 quarters. The position peaked at $351K in Q2 2024. 161 funds tracked by Wall St. Rank hold HY as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Hyster-Yale Materials Handling position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 5,330 Hyster-Yale Materials Handling shares in Q2 2025, an estimated $221K.
  • Sherbrooke Park Advisers first reported a position in Hyster-Yale Materials Handling in Q1 2024 and held it in 4 quarters.
  • Sherbrooke Park Advisers's Hyster-Yale Materials Handling position peaked at $351K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.