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Zacks Investment Management’s Hyster-Yale Materials Handling HY Stock Holding History

Zacks Investment Management’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
2026
Q1 		$279K Sell
8,591
-7
-0.1% -$240 ﹤0.01% 599
2025
Q4 		$255K Hold
8,598
– – ﹤0.01% 617
2025
Q3 		$317K Hold
8,598
– – ﹤0.01% 562
2025
Q2 		$342K Buy
+8,598
New +$343K ﹤0.01% 534
2024
Q4 		– Sell
-32,063
Closed -$2.04M – 723
2024
Q3 		$2.04M Buy
32,063
+17,347
+118% +$1.13M 0.02% 342
2024
Q2 		$1.03M Buy
+14,716
New +$1M 0.01% 366
2017
Q3 		– Sell
-12,671
Closed -$890K – 621
2017
Q2 		$890K Buy
+12,671
New +$863K 0.02% 394
2013
Q4 		– Sell
-15,618
Closed -$1.4M – 702
2013
Q3 		$1.4M Buy
15,618
+11,691
+298% +$896K 0.06% 196
2013
Q2 		$247K Buy
+3,927
New +$231K 0.01% 529

Other funds holding HY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Zacks Investment Management's HY Position: Q1 2026 in Review

Zacks Investment Management reduced its Hyster-Yale Materials Handling (HY) stake by 0.08% in Q1 2026, selling an estimated $240 and leaving 8,591 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Zacks Investment Management first reported a position in HY in Q2 2013 and has held it in 9 quarters since. The position peaked at $2.04M in Q3 2024. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Zacks Investment Management held 8,591 shares of Hyster-Yale Materials Handling worth $279K as of Q1 2026.
  • Zacks Investment Management sold 7 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $240.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #599 holding.
  • Zacks Investment Management first reported a position in Hyster-Yale Materials Handling in Q2 2013 and has held it in 9 quarters since.
  • Zacks Investment Management's Hyster-Yale Materials Handling position peaked at $2.04M in Q3 2024.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.