HY HYSTER-YALE MATERIALS

Ownership history in Foundry Partners, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Foundry Partners, LLC reported a position in HYSTER-YALE MATERIALS (HY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.43% (2017 Q4)
Avg. % of fund
0.29%
First filed
2016 Q2
Last filed
2024 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 78,185 +4,660 +6.3% 0.20% $4.0M $48.61
2024 Q3 ADDED 73,525 +1,162 +1.6% 0.23% $4.7M $60.48
2024 Q2 REDUCED 72,363 -16,496 -18.6% 0.27% $5.0M $65.76
2019 Q2 ADDED 88,859 +3,200 +3.7% 0.19% $4.9M $45.23
2019 Q1 REDUCED 85,659 -55,183 -39.2% 0.21% $5.3M $50.68
2018 Q4 UNCHANGED 140,842 0% 0.33% $8.7M $50.14
2018 Q3 ADDED 140,842 +442 +0.3% 0.33% $8.7M $49.56
2018 Q2 ADDED 140,400 +12,363 +9.7% 0.37% $9.0M $51.49
2018 Q1 ADDED 128,037 +7,936 +6.6% 0.38% $9.0M $55.79
2017 Q4 ADDED 120,101 +3,813 +3.3% 0.43% $10.2M $67.67
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% of Fund (quarterly)    HY price (monthly, adj. close)
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