UBS AM’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
22,575
+4,960
| +28% | +$197K | ﹤0.01% | 2411 |
|
|
2025
Q1 | $732K | Buy |
17,615
+826
| +5% | +$34.3K | ﹤0.01% | 2417 |
|
|
2024
Q4 | $855K | Buy |
16,789
+2,468
| +17% | +$126K | ﹤0.01% | 2436 |
|
|
2024
Q3 | $913K | Sell |
14,321
-1,760
| -11% | -$112K | ﹤0.01% | 2439 |
|
|
2024
Q2 | $1.12M | Buy |
16,081
+4,299
| +36% | +$300K | ﹤0.01% | 2317 |
|
|
2024
Q1 | $756K | Hold |
11,782
| – | – | ﹤0.01% | 2151 |
|
|
2023
Q4 | $733K | Buy |
11,782
+3,572
| +44% | +$222K | ﹤0.01% | 2182 |
|
|
2023
Q3 | $366K | Sell |
8,210
-3,494
| -30% | -$156K | ﹤0.01% | 2384 |
|
|
2023
Q2 | $584K | Hold |
11,704
| – | – | ﹤0.01% | 2260 |
|
|
2023
Q1 | $584K | Buy |
+11,704
| New | +$584K | ﹤0.01% | 2260 |
|
|
2022
Q1 | – | Sell |
-5,525
| Closed | -$227K | – | 2797 |
|
|
2021
Q4 | $227K | Sell |
5,525
-1,086
| -16% | -$44.6K | ﹤0.01% | 2743 |
|
|
2021
Q3 | $332K | Sell |
6,611
-2,837
| -30% | -$143K | ﹤0.01% | 2598 |
|
|
2021
Q2 | $690K | Buy |
9,448
+444
| +5% | +$32.4K | ﹤0.01% | 2403 |
|
|
2021
Q1 | $784K | Sell |
9,004
-530
| -6% | -$46.2K | ﹤0.01% | 2194 |
|
|
2020
Q4 | $568K | Buy |
+9,534
| New | +$568K | ﹤0.01% | 2256 |
|
|
2020
Q3 | – | Sell |
-5,180
| Closed | -$200K | – | 2497 |
|
|
2020
Q2 | $200K | Hold |
5,180
| – | – | ﹤0.01% | 2387 |
|
|
2020
Q1 | $208K | Hold |
5,180
| – | – | ﹤0.01% | 2267 |
|
|
2019
Q4 | $305K | Hold |
5,180
| – | – | ﹤0.01% | 2362 |
|
|
2019
Q3 | $284K | Buy |
5,180
+1,180
| +30% | +$64.6K | ﹤0.01% | 2476 |
|
|
2019
Q2 | $221K | Hold |
4,000
| – | – | ﹤0.01% | 2511 |
|
|
2019
Q1 | $249K | Hold |
4,000
| – | – | ﹤0.01% | 2383 |
|
|
2018
Q4 | $248K | Hold |
4,000
| – | – | ﹤0.01% | 2296 |
|
|
2018
Q3 | $246K | Hold |
4,000
| – | – | ﹤0.01% | 2351 |
|
|
2018
Q2 | $257K | Buy |
+4,000
| New | +$257K | ﹤0.01% | 2368 |
|
|
2015
Q3 | – | Sell |
-2,900
| Closed | -$201K | – | 2683 |
|
|
2015
Q2 | $201K | Hold |
2,900
| – | – | ﹤0.01% | 2586 |
|
|
2015
Q1 | $213K | Hold |
2,900
| – | – | ﹤0.01% | 2458 |
|
|
2014
Q4 | $212K | Hold |
2,900
| – | – | ﹤0.01% | 2442 |
|
|
2014
Q3 | $208K | Hold |
2,900
| – | – | ﹤0.01% | 2362 |
|
|
2014
Q2 | $257K | Hold |
2,900
| – | – | ﹤0.01% | 2274 |
|
|
2014
Q1 | $283K | Buy |
2,900
+300
| +12% | +$29.3K | ﹤0.01% | 2215 |
|
|
2013
Q4 | $242K | Hold |
2,600
| – | – | ﹤0.01% | 2273 |
|
|
2013
Q3 | $233K | Buy |
+2,600
| New | +$233K | ﹤0.01% | 2249 |
|