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Venturi Wealth Management’s Hyster-Yale Materials Handling HY Stock Holding History

Venturi Wealth Management’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
-16
Closed -$1.02K – 1979
2024
Q3 		$1.02K Buy
+16
New +$1.04K ﹤0.01% 1780

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

Venturi Wealth Management's HY Position: Q4 2024 in Review

Venturi Wealth Management sold out of Hyster-Yale Materials Handling (HY) in Q4 2024, closing a stake of 16 shares — an estimated $1.02K sold.

Venturi Wealth Management first reported a position in HY in Q3 2024 and held it in 1 quarter. The position peaked at $1.02K in Q3 2024. 181 funds tracked by Wall St. Rank hold HY as of Q4 2024.

  • Venturi Wealth Management reported no remaining Hyster-Yale Materials Handling position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 16 Hyster-Yale Materials Handling shares in Q4 2024, an estimated $1.02K.
  • Venturi Wealth Management first reported a position in Hyster-Yale Materials Handling in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Hyster-Yale Materials Handling position peaked at $1.02K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.