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Susquehanna Fundamental Investments’s Hyster-Yale Materials Handling HY Stock Holding History

Susquehanna Fundamental 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
2026
Q1 		$795K Buy
24,440
+1,002
+4% +$34.4K 0.03% 314
2025
Q4 		$696K Buy
+23,438
New +$773K 0.02% 392
2025
Q3 		– Sell
-14,506
Closed -$577K – 667
2025
Q2 		$577K Sell
14,506
-1,729
-11% -$68.9K 0.02% 529
2025
Q1 		$674K Sell
16,235
-12,834
-44% -$638K 0.01% 777
2024
Q4 		$1.48M Buy
+29,069
New +$1.7M 0.02% 607
2024
Q2 		$358K Buy
+5,132
New +$350K 0.01% 754
2022
Q1 		$344K Buy
10,348
+1,070
+12% +$42.3K 0.01% 1209
2021
Q4 		$381K Buy
+9,278
New +$405K 0.01% 1030
2021
Q3 		– Sell
-8,255
Closed -$602K – 1784
2021
Q2 		$602K Sell
8,255
-3,719
-31% -$289K 0.01% 1080
2021
Q1 		$1.04M Buy
11,974
+3,719
+45% +$325K 0.02% 871
2020
Q4 		$492K Buy
8,255
+1,902
+30% +$96K 0.01% 1114
2020
Q3 		$236K Buy
+6,353
New +$250K 0.01% 1140

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

Susquehanna Fundamental Investments's HY Position: Q1 2026 in Review

Susquehanna Fundamental Investments increased its Hyster-Yale Materials Handling (HY) stake by 4.3% in Q1 2026, buying an estimated $34.4K and bringing the position to 24,440 shares worth $795K. The position accounts for 0.03% of the portfolio, ranked #314.

Susquehanna Fundamental Investments first reported a position in HY in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.48M in Q4 2024. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Susquehanna Fundamental Investments held 24,440 shares of Hyster-Yale Materials Handling worth $795K as of Q1 2026.
  • Susquehanna Fundamental Investments bought 1,002 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $34.4K.
  • Hyster-Yale Materials Handling made up 0.03% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #314 holding.
  • Susquehanna Fundamental Investments first reported a position in Hyster-Yale Materials Handling in Q3 2020 and has held it in 12 quarters since.
  • Susquehanna Fundamental Investments's Hyster-Yale Materials Handling position peaked at $1.48M in Q4 2024.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.