Truvestments Capital’s Hyster-Yale Materials Handling HY Stock Holding History

Truvestments Capital’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	$1.03M	Sell	31,546 -34,626	-52%	-$1.19M	0.19%	137
2025 Q4	$1.97M	Sell	66,172 -2,608	-4%	-$86K	0.36%	78
2025 Q3	$2.54M	Sell	68,780 -9,174	-12%	-$358K	0.46%	68
2025 Q2	$3.1M	Buy	77,954 +36	+0%	+$1.43K	0.62%	51
2025 Q1	$3.24M	Buy	77,918 +36,786	+89%	+$1.83M	0.7%	49
2024 Q4	$2.09M	Buy	41,132 +3,680	+10%	+$215K	0.54%	60
2024 Q3	$2.39M	Buy	37,452 +6,002	+19%	+$392K	0.64%	61
2024 Q2	$2.19M	Buy	31,450 +3,699	+13%	+$252K	0.87%	50
2024 Q1	$1.78M	Buy	+27,751	New	+$1.78M	0.69%	57

Other funds holding HY

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

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

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

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

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 Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Truvestments Capital's HY Position: Q1 2026 in Review

Truvestments Capital reduced its Hyster-Yale Materials Handling (HY) stake by 52% in Q1 2026, selling an estimated $1.19M and leaving 31,546 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #137.

Truvestments Capital first reported a position in HY in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.24M in Q1 2025. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

Truvestments Capital held 31,546 shares of Hyster-Yale Materials Handling worth $1.03M as of Q1 2026.
Truvestments Capital sold 34,626 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $1.19M.
Hyster-Yale Materials Handling made up 0.19% of Truvestments Capital's portfolio in Q1 2026, its #137 holding.
Truvestments Capital first reported a position in Hyster-Yale Materials Handling in Q1 2024 and has held it in 9 quarters since.
Truvestments Capital's Hyster-Yale Materials Handling position peaked at $3.24M in Q1 2025.
148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.