RAFFA WEALTH MANAGEMENT, LLC’s Hyster-Yale Materials Handling HY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q1	–	Sell	-31	Closed	-$1.93K	–	1141
2023 Q4	$1.93K	Hold	31	–	–	﹤0.01%	636
2023 Q3	$1.38K	Hold	31	–	–	﹤0.01%	695
2023 Q2	$1.73K	Hold	31	–	–	﹤0.01%	653
2023 Q1	$1.55K	Hold	31	–	–	﹤0.01%	673
2022 Q4	$785	Hold	31	–	–	﹤0.01%	843
2022 Q3	$667	Hold	31	–	–	﹤0.01%	937
2022 Q2	$999	Hold	31	–	–	﹤0.01%	822
2022 Q1	$1.03K	Hold	31	–	–	﹤0.01%	851
2021 Q4	$1.27K	Buy	+31	New	+$1.35K	﹤0.01%	793

Other funds holding HY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HY Position: Q1 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Hyster-Yale Materials Handling (HY) in Q1 2024, closing a stake of 31 shares — an estimated $1.93K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HY in Q4 2021 and held it in 9 quarters. The position peaked at $1.93K in Q4 2023. 164 funds tracked by Wall St. Rank hold HY as of Q1 2024.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Hyster-Yale Materials Handling position as of Q1 2024 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 31 Hyster-Yale Materials Handling shares in Q1 2024, an estimated $1.93K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Hyster-Yale Materials Handling in Q4 2021 and held it in 9 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Hyster-Yale Materials Handling position peaked at $1.93K in Q4 2023.
164 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2024, filed 27 Jul 2026.