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 		$9.75K Sell
300
-400
-57% -$13.7K ﹤0.01% 7385
2025
Q4 		$20.8K Buy
+700
New +$23.1K ﹤0.01% 6442
2025
Q1 		– Sell
-200
Closed -$10K – 8973
2024
Q4 		$10K Sell
200
-400
-67% -$23.4K ﹤0.01% 7187
2024
Q3 		$38K Buy
+600
New +$39.1K ﹤0.01% 6129
2023
Q3 		– Sell
-200
Closed -$11K – 9137
2023
Q2 		$11K Buy
+200
New +$10.2K ﹤0.01% 7314
2022
Q2 		– Sell
-100
Closed -$3K – 10426
2022
Q1 		$3K Sell
100
-3,600
-97% -$142K ﹤0.01% 9702
2021
Q4 		$152K Buy
+3,700
New +$162K ﹤0.01% 5584
2020
Q2 		– Sell
-5
Closed -$20K – 7917
2020
Q1 		$20K Sell
5
-16
-76% -$806 ﹤0.01% 5953
2019
Q4 		$123K Sell
21
-6
-22% -$333 ﹤0.01% 4295
2019
Q3 		$147K Buy
27
+26
+2,600% +$1.45K ﹤0.01% 3898
2019
Q2 		$5K Sell
1
-8
-89% -$446 ﹤0.01% 6454
2019
Q1 		$56K Buy
+9
New +$610 ﹤0.01% 4917
2018
Q2 		– Sell
-9
Closed -$2K – 7568
2018
Q1 		$2K Buy
+9
New +$712 ﹤0.01% 5272
2015
Q1 		– Sell
-1
Closed -$1K – 5199
2014
Q4 		$1K Buy
+1
New +$74 ﹤0.01% 4130

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.