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Shufro Rose & Co’s Hyster-Yale Materials Handling HY Stock Holding History

Shufro Rose & Co’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 		$423K Buy
+13,000
New +$446K 0.03% 199
2025
Q4 		– Sell
-10,340
Closed -$387K – 322
2025
Q3 		$387K Buy
+10,340
New +$403K 0.03% 208
2025
Q2 		– Sell
-10,340
Closed -$430K – 313
2025
Q1 		$430K Buy
10,340
+1,340
+15% +$66.6K 0.03% 197
2024
Q4 		$874K Buy
+9,000
New +$526K 0.07% 124

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Shufro Rose & Co's HY Position: Q1 2026 in Review

Shufro Rose & Co opened a new position in Hyster-Yale Materials Handling (HY) in Q1 2026: 13,000 shares worth $423K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings. This is a return to the name: Shufro Rose & Co previously reported a position in HY as recently as Q3 2025.

Shufro Rose & Co first reported a position in HY in Q4 2024 and has held it in 4 quarters since. The position peaked at $874K in Q4 2024. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Shufro Rose & Co held 13,000 shares of Hyster-Yale Materials Handling worth $423K as of Q1 2026.
  • Hyster-Yale Materials Handling was a new Shufro Rose & Co position in Q1 2026.
  • Hyster-Yale Materials Handling made up 0.03% of Shufro Rose & Co's portfolio in Q1 2026, its #199 holding.
  • Shufro Rose & Co first reported a position in Hyster-Yale Materials Handling in Q4 2024 and has held it in 4 quarters since.
  • Shufro Rose & Co's Hyster-Yale Materials Handling position peaked at $874K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.