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

West Tower 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
2023
Q4 		– Sell
-138
Closed -$6.15K – 626
2023
Q3 		$6.15K Buy
+138
New +$6.39K ﹤0.01% 450

Other funds holding HY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

West Tower Group's HY Position: Q4 2023 in Review

West Tower Group sold out of Hyster-Yale Materials Handling (HY) in Q4 2023, closing a stake of 138 shares — an estimated $6.15K sold.

West Tower Group first reported a position in HY in Q3 2023 and held it in 1 quarter. The position peaked at $6.15K in Q3 2023. 165 funds tracked by Wall St. Rank hold HY as of Q4 2023.

  • West Tower Group reported no remaining Hyster-Yale Materials Handling position as of Q4 2023 after selling out during the quarter.
  • West Tower Group sold 138 Hyster-Yale Materials Handling shares in Q4 2023, an estimated $6.15K.
  • West Tower Group first reported a position in Hyster-Yale Materials Handling in Q3 2023 and held it in 1 quarter.
  • West Tower Group's Hyster-Yale Materials Handling position peaked at $6.15K in Q3 2023.
  • 165 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.