SignatureFD’s Hyster-Yale Materials Handling HY Stock Holding History

SignatureFD’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 Q3	–	Sell	-9	Closed	-$358	–	3429
2025 Q2	$358	Buy	+9	New	+$359	﹤0.01%	3149
2023 Q3	–	Sell	-14	Closed	-$782	–	3244
2023 Q2	$782	Sell	14 -22	-61%	-$1.13K	﹤0.01%	3017
2023 Q1	$1.8K	Buy	+36	New	+$1.32K	﹤0.01%	2835
2022 Q3	–	Sell	-111	Closed	-$4K	–	3203
2022 Q2	$4K	Buy	111 +57	+106%	+$1.94K	﹤0.01%	2513
2022 Q1	$2K	Buy	54 +19	+54%	+$751	﹤0.01%	2810
2021 Q4	$1K	Sell	35 -63	-64%	-$2.75K	﹤0.01%	2929
2021 Q3	$5K	Buy	98 +89	+989%	+$5.47K	﹤0.01%	2344
2021 Q2	$1K	Buy	+9	New	+$698	﹤0.01%	2739

Other funds holding HY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

American Century Companies

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

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

Geode Capital Management

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

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return