VVP
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Venture Visionary Partners’s Hyster-Yale Materials Handling HY Stock Holding History

Venture Visionary Partners’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
Q3 		– Sell
-305
Closed -$9.83K – 949
2022
Q2 		$9.83K Buy
+305
New +$10.4K ﹤0.01% 1244

Other funds holding HY

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
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
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
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Venture Visionary Partners's HY Position: Q3 2022 in Review

Venture Visionary Partners sold out of Hyster-Yale Materials Handling (HY) in Q3 2022, closing a stake of 305 shares — an estimated $9.83K sold.

Venture Visionary Partners first reported a position in HY in Q2 2022 and held it in 1 quarter. The position peaked at $9.83K in Q2 2022. 90 funds tracked by Wall St. Rank hold HY as of Q3 2022.

  • Venture Visionary Partners reported no remaining Hyster-Yale Materials Handling position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 305 Hyster-Yale Materials Handling shares in Q3 2022, an estimated $9.83K.
  • Venture Visionary Partners first reported a position in Hyster-Yale Materials Handling in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Hyster-Yale Materials Handling position peaked at $9.83K in Q2 2022.
  • 90 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.