HY HYSTER YALE MATERIAL COM

Ownership history in GLOBEFLEX CAPITAL L P  ·  21 quarters on record

AI Ownership Summary

GLOBEFLEX CAPITAL L P reported HYSTER YALE MATERIAL COM (HY) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.2% in 2024 Q3. The latest visible filing shows HY at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GLOBEFLEX CAPITAL L P's position in HYSTER YALE MATERIAL COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HY was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GLOBEFLEX CAPITAL L P held HY — position size vs. price
% of Fund (quarterly)    HY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 23,625 0% 0.13% $871K 2025-11-12 $29.12
2025 Q2 REDUCED 23,625 -6,644 -21.9% 0.08% $940K 2025-08-14 $36.20
2025 Q1 UNCHANGED 30,269 0% 0.12% $1.3M 2025-05-12 $40.68
2024 Q4 REDUCED 30,269 -1,716 -5.4% 0.13% $1.5M 2025-02-10 $50.20
2024 Q3 ADDED 31,985 +21,792 +213.8% 0.20% $2.0M 2024-11-13 $50.42
2024 Q2 ADDED 10,193 +8,390 +465.3% 0.07% $711K 2024-08-13 $56.14
2024 Q1 REDUCED 1,803 -592 -24.7% 0.01% $116K 2024-05-14 $71.42
2023 Q4 ADDED 2,395 +1,367 +133.0% 0.02% $149K 2024-02-13 $62.24
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GLOBEFLEX CAPITAL L P and HY

These are the practical questions this page is built to answer before you even open the full history table.

How long has GLOBEFLEX CAPITAL L P reported owning HY?

GLOBEFLEX CAPITAL L P reported HY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HY position in GLOBEFLEX CAPITAL L P's portfolio?

The largest reported portfolio weight for HY was 0.20% in 2024 Q3.

What is the latest reported HY position on this page?

The most recent filing on this page is 2025 Q3, when GLOBEFLEX CAPITAL L P reported 23,625 shares, equal to 0.13% of portfolio, with an estimated market value of $871K.

What does the chart on this HY ownership page compare?

The chart compares GLOBEFLEX CAPITAL L P's quarterly HY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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