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Verity Asset Management’s Hyster-Yale Materials Handling HY Stock Holding History

Verity Asset 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
Q3 		– Sell
-3,310
Closed -$231K – 215
2024
Q2 		$231K Buy
+3,310
New +$226K 0.09% 174

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Verity Asset Management's HY Position: Q3 2024 in Review

Verity Asset Management sold out of Hyster-Yale Materials Handling (HY) in Q3 2024, closing a stake of 3,310 shares — an estimated $231K sold.

Verity Asset Management first reported a position in HY in Q2 2024 and held it in 1 quarter. The position peaked at $231K in Q2 2024. 183 funds tracked by Wall St. Rank hold HY as of Q3 2024.

  • Verity Asset Management reported no remaining Hyster-Yale Materials Handling position as of Q3 2024 after selling out during the quarter.
  • Verity Asset Management sold 3,310 Hyster-Yale Materials Handling shares in Q3 2024, an estimated $231K.
  • Verity Asset Management first reported a position in Hyster-Yale Materials Handling in Q2 2024 and held it in 1 quarter.
  • Verity Asset Management's Hyster-Yale Materials Handling position peaked at $231K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2024.

Based on Verity Asset Management's 13F filing for Q3 2024, filed 31 Oct 2024.