Sterling Capital Management’s Hyster-Yale Materials Handling HY Stock Holding History

Sterling Capital Management’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	$13.3K	Sell	410 -267	-39%	-$9.16K	﹤0.01%	2225
2025 Q4	$20.1K	Sell	677 -133	-16%	-$4.39K	﹤0.01%	2223
2025 Q3	$29.9K	Buy	810 +493	+156%	+$19.2K	﹤0.01%	1957
2025 Q2	$12.6K	Buy	317 +232	+273%	+$9.24K	﹤0.01%	1988
2025 Q1	$3.53K	Sell	85 -67	-44%	-$3.33K	﹤0.01%	2327
2024 Q4	$7.74K	Buy	152 +128	+533%	+$7.48K	﹤0.01%	2276
2024 Q3	$1.53K	Buy	+24	New	+$1.57K	﹤0.01%	2322
2014 Q3	–	Sell	-18,449	Closed	-$1.63M	–	914
2014 Q2	$1.63M	Buy	18,449 +447	+2%	+$40.6K	0.01%	427
2014 Q1	$1.75M	Buy	18,002 +12,100	+205%	+$1.14M	0.02%	372
2013 Q4	$550K	Buy	5,902 +463	+9%	+$40.3K	0.01%	550
2013 Q3	$488K	Sell	5,439 -752	-12%	-$57.6K	0.01%	403
2013 Q2	$389K	Buy	+6,191	New	+$364K	﹤0.01%	330

Other funds holding HY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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 Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Sterling Capital Management's HY Position: Q1 2026 in Review

Sterling Capital Management reduced its Hyster-Yale Materials Handling (HY) stake by 39% in Q1 2026, selling an estimated $9.16K and leaving 410 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Sterling Capital Management first reported a position in HY in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.75M in Q1 2014. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

Sterling Capital Management held 410 shares of Hyster-Yale Materials Handling worth $13.3K as of Q1 2026.
Sterling Capital Management sold 267 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $9.16K.
Hyster-Yale Materials Handling made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2225 holding.
Sterling Capital Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 12 quarters since.
Sterling Capital Management's Hyster-Yale Materials Handling position peaked at $1.75M in Q1 2014.
148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.