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

Westwood Holdings 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 Q1	–	Sell	-3,380	Closed	-$86K	–	538
2022 Q4	$86K	Buy	+3,380	New	+$94.1K	﹤0.01%	512
2015 Q1	–	Sell	-49,269	Closed	-$3.61M	–	325
2014 Q4	$3.61M	Buy	49,269 +700	+1%	+$52.1K	0.03%	256
2014 Q3	$3.48M	Buy	48,569 +8,250	+20%	+$657K	0.03%	257
2014 Q2	$3.57M	Buy	40,319 +4,286	+12%	+$389K	0.03%	241
2014 Q1	$3.51M	Sell	36,033 -4,400	-11%	-$413K	0.03%	233
2013 Q4	$3.77M	Buy	40,433 +2,600	+7%	+$226K	0.03%	223
2013 Q3	$3.39M	Sell	37,833 -5,750	-13%	-$441K	0.03%	235
2013 Q2	$2.74M	Buy	+43,583	New	+$2.56M	0.02%	254

Other funds holding HY

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Westwood Holdings Group's HY Position: Q1 2023 in Review

Westwood Holdings Group sold out of Hyster-Yale Materials Handling (HY) in Q1 2023, closing a stake of 3,380 shares — an estimated $86K sold.

Westwood Holdings Group first reported a position in HY in Q2 2013 and held it in 8 quarters. The position peaked at $3.77M in Q4 2013. 130 funds tracked by Wall St. Rank hold HY as of Q1 2023.

Westwood Holdings Group reported no remaining Hyster-Yale Materials Handling position as of Q1 2023 after selling out during the quarter.
Westwood Holdings Group sold 3,380 Hyster-Yale Materials Handling shares in Q1 2023, an estimated $86K.
Westwood Holdings Group first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 8 quarters.
Westwood Holdings Group's Hyster-Yale Materials Handling position peaked at $3.77M in Q4 2013.
130 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.