WG
HY icon

Welch Group’s Hyster-Yale Materials Handling HY Stock Holding History

Welch Group’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
2021
Q3 		– Sell
-3,550
Closed -$259K – 192
2021
Q2 		$259K Hold
3,550
– – 0.02% 154
2021
Q1 		$309K Buy
+3,550
New +$311K 0.02% 140

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Welch Group's HY Position: Q3 2021 in Review

Welch Group sold out of Hyster-Yale Materials Handling (HY) in Q3 2021, closing a stake of 3,550 shares — an estimated $259K sold.

Welch Group first reported a position in HY in Q1 2021 and held it in 2 quarters. The position peaked at $309K in Q1 2021. 118 funds tracked by Wall St. Rank hold HY as of Q3 2021.

  • Welch Group reported no remaining Hyster-Yale Materials Handling position as of Q3 2021 after selling out during the quarter.
  • Welch Group sold 3,550 Hyster-Yale Materials Handling shares in Q3 2021, an estimated $259K.
  • Welch Group first reported a position in Hyster-Yale Materials Handling in Q1 2021 and held it in 2 quarters.
  • Welch Group's Hyster-Yale Materials Handling position peaked at $309K in Q1 2021.
  • 118 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2021.

Based on Welch Group's 13F filing for Q3 2021, filed 5 Nov 2021.