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Susquehanna Portfolio Strategies’s Hyster-Yale Materials Handling HY Stock Holding History

Susquehanna Portfolio Strategies’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
-6,109
Closed -$390K – 157
2024
Q3 		$390K Hold
6,109
– – 0.03% 269
2024
Q2 		$426K Sell
6,109
-1,400
-19% -$95.5K 0.02% 384
2024
Q1 		$482K Sell
7,509
-529
-7% -$33.9K 0.01% 596
2023
Q4 		$500K Buy
+8,038
New +$383K 0.01% 769

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna Portfolio Strategies's HY Position: Q4 2024 in Review

Susquehanna Portfolio Strategies sold out of Hyster-Yale Materials Handling (HY) in Q4 2024, closing a stake of 6,109 shares — an estimated $390K sold.

Susquehanna Portfolio Strategies first reported a position in HY in Q4 2023 and held it in 4 quarters. The position peaked at $500K in Q4 2023. 181 funds tracked by Wall St. Rank hold HY as of Q4 2024.

  • Susquehanna Portfolio Strategies reported no remaining Hyster-Yale Materials Handling position as of Q4 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 6,109 Hyster-Yale Materials Handling shares in Q4 2024, an estimated $390K.
  • Susquehanna Portfolio Strategies first reported a position in Hyster-Yale Materials Handling in Q4 2023 and held it in 4 quarters.
  • Susquehanna Portfolio Strategies's Hyster-Yale Materials Handling position peaked at $500K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.