Simplex Trading
HY icon

Simplex Trading’s Hyster-Yale Materials Handling HY Stock Holding History

Simplex Trading’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 		$8.94K Sell
275
-4,297
-94% -$147K ﹤0.01% 7450
2025
Q4 		$136K Buy
+4,572
New +$151K ﹤0.01% 4655
2025
Q2 		– Sell
-77
Closed -$3.07K – 9117
2025
Q1 		$3K Buy
77
+57
+285% +$2.83K ﹤0.01% 7818
2024
Q4 		$1K Sell
20
-196
-91% -$11.5K ﹤0.01% 8215
2024
Q3 		$13K Buy
+216
New +$14.1K ﹤0.01% 7002
2024
Q2 		– Sell
-38
Closed -$2.59K – 9224
2024
Q1 		$2K Sell
38
-968
-96% -$62.1K ﹤0.01% 8402
2023
Q4 		$62K Buy
+1,006
New +$47.9K ﹤0.01% 5881
2022
Q1 		– Sell
-860
Closed -$34K – 10821
2021
Q4 		$35K Buy
+860
New +$37.6K ﹤0.01% 7696
2021
Q2 		– Sell
-6,762
Closed -$589K – 10307
2021
Q1 		$589K Buy
+6,762
New +$592K ﹤0.01% 3135
2020
Q1 		– Sell
-240
Closed -$12.1K – 7867
2019
Q4 		$14K Sell
240
-966
-80% -$53.7K ﹤0.01% 6188
2019
Q3 		$66K Buy
+1,206
New +$67K ﹤0.01% 4746
2018
Q2 		– Sell
-388
Closed -$27K – 7567
2018
Q1 		$27K Buy
+388
New +$30.7K ﹤0.01% 3050
2017
Q4 		– Sell
-2,243
Closed -$185K – 6270
2017
Q3 		$171K Buy
2,243
+1,252
+126% +$87.9K 0.01% 1300
2017
Q2 		$69K Buy
+991
New +$67.5K ﹤0.01% 2080
2017
Q1 		– Sell
-264
Closed -$16K – 6411
2016
Q4 		$16K Buy
264
+145
+122% +$8.93K ﹤0.01% 3241
2016
Q3 		$7K Buy
+119
New +$6.74K ﹤0.01% 3943
2015
Q3 		– Sell
-1,354
Closed -$93K – 5792
2015
Q2 		$93K Buy
1,354
+912
+206% +$66.4K 0.01% 1253
2015
Q1 		$32K Buy
+442
New +$29.9K ﹤0.01% 1903

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

Simplex Trading's HY Position: Q1 2026 in Review

Simplex Trading reduced its Hyster-Yale Materials Handling (HY) stake by 94% in Q1 2026, selling an estimated $147K and leaving 275 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #7450.

Simplex Trading first reported a position in HY in Q1 2015 and has held it in 18 quarters since. The position peaked at $589K in Q1 2021. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Simplex Trading held 275 shares of Hyster-Yale Materials Handling worth $8.94K as of Q1 2026.
  • Simplex Trading sold 4,297 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $147K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7450 holding.
  • Simplex Trading first reported a position in Hyster-Yale Materials Handling in Q1 2015 and has held it in 18 quarters since.
  • Simplex Trading's Hyster-Yale Materials Handling position peaked at $589K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.