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Steward Partners Investment Advisory’s Hyster-Yale Materials Handling HY Stock Holding History

Steward Partners Investment Advisory’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
2024
Q2 		– Sell
-863
Closed -$55.4K – 3657
2024
Q1 		$55.4K Buy
+863
New +$55.4K ﹤0.01% 2058

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Steward Partners Investment Advisory's HY Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Hyster-Yale Materials Handling (HY) in Q2 2024, closing a stake of 863 shares — an estimated $55.4K sold.

Steward Partners Investment Advisory first reported a position in HY in Q1 2024 and held it in 1 quarter. The position peaked at $55.4K in Q1 2024. 175 funds tracked by Wall St. Rank hold HY as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Hyster-Yale Materials Handling position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 863 Hyster-Yale Materials Handling shares in Q2 2024, an estimated $55.4K.
  • Steward Partners Investment Advisory first reported a position in Hyster-Yale Materials Handling in Q1 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Hyster-Yale Materials Handling position peaked at $55.4K in Q1 2024.
  • 175 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.