Whittier Trust’s Hyster-Yale Materials Handling HY Stock Holding History

Whittier Trust’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	-150	Closed	-$9.33K	–	1532
2023 Q4	$9.33K	Hold	150	–	–	﹤0.01%	1242
2023 Q3	$6.68K	Hold	150	–	–	﹤0.01%	1326
2023 Q2	$8.38K	Hold	150	–	–	﹤0.01%	1293
2023 Q1	$7.48K	Hold	150	–	–	﹤0.01%	1343
2022 Q4	$3.79K	Sell	150 -500	-77%	-$13.9K	﹤0.01%	1421
2022 Q3	$14K	Buy	650 +500	+333%	+$15.6K	﹤0.01%	1277
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	1438
2022 Q1	$5K	Hold	150	–	–	﹤0.01%	1454
2021 Q4	$6K	Hold	150	–	–	﹤0.01%	1387
2021 Q3	$8K	Hold	150	–	–	﹤0.01%	1275
2021 Q2	$11K	Hold	150	–	–	﹤0.01%	1253
2021 Q1	$13K	Hold	150	–	–	﹤0.01%	1208
2020 Q4	$9K	Hold	150	–	–	﹤0.01%	1159
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	1197
2020 Q2	$6K	Hold	150	–	–	﹤0.01%	1130
2020 Q1	$6K	Hold	150	–	–	﹤0.01%	1188
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	1140
2019 Q3	$8K	Hold	150	–	–	﹤0.01%	1172
2019 Q2	$8K	Hold	150	–	–	﹤0.01%	1099
2019 Q1	$9K	Hold	150	–	–	﹤0.01%	1072
2018 Q4	$9K	Hold	150	–	–	﹤0.01%	1109
2018 Q3	$9K	Hold	150	–	–	﹤0.01%	1054
2018 Q2	$10K	Hold	150	–	–	﹤0.01%	1025
2018 Q1	$10K	Hold	150	–	–	﹤0.01%	1049
2017 Q4	$13K	Hold	150	–	–	﹤0.01%	993
2017 Q3	$11K	Hold	150	–	–	﹤0.01%	1009
2017 Q2	$11K	Hold	150	–	–	﹤0.01%	971
2017 Q1	$8K	Hold	150	–	–	﹤0.01%	1048
2016 Q4	$10K	Hold	150	–	–	﹤0.01%	969
2016 Q3	$9K	Hold	150	–	–	﹤0.01%	978
2016 Q2	$9K	Hold	150	–	–	﹤0.01%	1001
2016 Q1	$10K	Hold	150	–	–	﹤0.01%	977
2015 Q4	$8K	Sell	150 -25	-14%	-$1.43K	﹤0.01%	989
2015 Q3	$10K	Hold	175	–	–	﹤0.01%	961
2015 Q2	$12K	Hold	175	–	–	﹤0.01%	990
2015 Q1	$13K	Hold	175	–	–	﹤0.01%	969
2014 Q4	$13K	Hold	175	–	–	﹤0.01%	841
2014 Q3	$13K	Hold	175	–	–	﹤0.01%	831
2014 Q2	$15K	Hold	175	–	–	﹤0.01%	811
2014 Q1	$17K	Hold	175	–	–	﹤0.01%	814
2013 Q4	$16K	Hold	175	–	–	﹤0.01%	831
2013 Q3	$16K	Hold	175	–	–	﹤0.01%	829
2013 Q2	$11K	Buy	+175	New	+$10.3K	﹤0.01%	873

Other funds holding HY

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Whittier Trust's HY Position: Q1 2024 in Review

Whittier Trust sold out of Hyster-Yale Materials Handling (HY) in Q1 2024, closing a stake of 150 shares — an estimated $9.33K sold.

Whittier Trust first reported a position in HY in Q2 2013 and held it in 43 quarters. The position peaked at $17K in Q1 2014. 164 funds tracked by Wall St. Rank hold HY as of Q1 2024.

Whittier Trust reported no remaining Hyster-Yale Materials Handling position as of Q1 2024 after selling out during the quarter.
Whittier Trust sold 150 Hyster-Yale Materials Handling shares in Q1 2024, an estimated $9.33K.
Whittier Trust first reported a position in Hyster-Yale Materials Handling in Q2 2013 and held it in 43 quarters.
Whittier Trust's Hyster-Yale Materials Handling position peaked at $17K in Q1 2014.
164 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2024.

Based on Whittier Trust's 13F filing for Q1 2024, filed 2 May 2024.