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Summit Global Investments’s Hyster-Yale Materials Handling HY Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-5,678
Closed -$362K – 584
2024
Q3 		$362K Sell
5,678
-4,656
-45% -$304K 0.02% 405
2024
Q2 		$721K Buy
10,334
+240
+2% +$16.4K 0.05% 291
2024
Q1 		$648K Buy
+10,094
New +$648K 0.05% 287

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Global Investments's HY Position: Q4 2024 in Review

Summit Global Investments sold out of Hyster-Yale Materials Handling (HY) in Q4 2024, closing a stake of 5,678 shares — an estimated $362K sold.

Summit Global Investments first reported a position in HY in Q1 2024 and held it in 3 quarters. The position peaked at $721K in Q2 2024. 181 funds tracked by Wall St. Rank hold HY as of Q4 2024.

  • Summit Global Investments reported no remaining Hyster-Yale Materials Handling position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 5,678 Hyster-Yale Materials Handling shares in Q4 2024, an estimated $362K.
  • Summit Global Investments first reported a position in Hyster-Yale Materials Handling in Q1 2024 and held it in 3 quarters.
  • Summit Global Investments's Hyster-Yale Materials Handling position peaked at $721K in Q2 2024.
  • 181 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.