TCWP’s Hyster-Yale Materials Handling HY Stock Holding History

TCWP’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
2022 Q2	–	Sell	-81	Closed	-$2K	–	928
2022 Q1	$2K	Buy	+81	New	+$3.2K	﹤0.01%	1326

Other funds holding HY

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCWP's HY Position: Q2 2022 in Review

TCWP sold out of Hyster-Yale Materials Handling (HY) in Q2 2022, closing a stake of 81 shares — an estimated $2K sold.

TCWP first reported a position in HY in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 98 funds tracked by Wall St. Rank hold HY as of Q2 2022.

TCWP reported no remaining Hyster-Yale Materials Handling position as of Q2 2022 after selling out during the quarter.
TCWP sold 81 Hyster-Yale Materials Handling shares in Q2 2022, an estimated $2K.
TCWP first reported a position in Hyster-Yale Materials Handling in Q1 2022 and held it in 1 quarter.
TCWP's Hyster-Yale Materials Handling position peaked at $2K in Q1 2022.
98 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.