HY — HYSTER-YALE INC
Reported value held$120.11M
Funds holding (latest)40
SectorIndustrials
Funds holding (Q2 2026)27
Institutional value$91.76M · 2.63M sh
New / Add / Cut / Exit1 / 15 / 10 / 0
Top-5 / Top-10 concentration61.5% / 81.5%
Institutional holdings change
Accumulating +1.3%
(+34.84K sh)
Institutional value change
Up +9.2%
As of Q2 2026, 27 SEC-registered investment managers reported holding HY (HYSTER-YALE INC) in their latest 13F filings, with a combined reported value of $91.76M across 2.63M shares. That is +1.3% by share count (+34.84K shares) versus the previous quarter, while reported value moved +9.2%. Ownership is concentrated: the five largest holders account for 61.5% of reported value and the top ten for 81.5%.
Compared with the prior quarter, 1 opened new positions, 15 added to existing stakes, 10 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HY is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 937.87K | $32.88M | 0.00% | Add |
| Geode Capital Management history | 296.59K | $10.40M | 0.00% | Hold |
| Goldman Sachs Group history | 128.66K | $4.51M | 0.00% | Add |
| Millennium Management history | 125.21K | $4.39M | 0.00% | Reduce |
| Morgan Stanley history | 121.34K | $4.25M | 0.00% | Reduce |
| AQR Capital Management history | 120.64K | $4.23M | 0.00% | Add |
| Charles Schwab Investment Management history | 111.31K | $3.90M | 0.00% | Add |
| Northern Trust Corp history | 103.96K | $3.64M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 100.81K | $3.53M | 0.00% | Add |
| D. E. Shaw & Co history | 85.70K | $3.00M | 0.00% | Reduce |
| Bank of America Corp history | 76.05K | $2.67M | 0.00% | Add |
| UBS Group AG history | 71.27K | $2.50M | 0.00% | Add |
| PNC Financial Services history | 54.33K | $1.90M | 0.00% | Add |
| Arrowstreet Capital history | 43.04K | $1.51M | 0.00% | Reduce |
| BNY Mellon history | 37.40K | $1.31M | 0.00% | Add |
| Renaissance Technologies history | 37.20K | $1.30M | 0.00% | Reduce |
| Two Sigma Investments history | 36.17K | $1.27M | 0.00% | Add |
| Citadel Advisors history | 30.02K | $1.05M | 0.00% | Reduce |
| Invesco Ltd history | 21.44K | $751.83K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 19.96K | $683.10K | 0.00% | New |
| Deutsche Bank AG history | 11.68K | $409.57K | 0.00% | Add |
| Wells Fargo & Co history | 11.53K | $404.25K | 0.00% | Add |
| Franklin Resources history | 11.48K | $402.52K | 0.00% | Reduce |
| Amundi US history | 9.41K | $329.88K | 0.00% | Reduce |
| Citigroup Inc history | 7.84K | $274.87K | 0.00% | Add |
| Legal & General Investment Management America history | 6.74K | $236.38K | 0.00% | Reduce |
| T. Rowe Price Associates history | 15.28K | $536 | 0.00% | Add |
Q1 2026 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 908.51K | $29.54M | 0.00% | Add |
| Geode Capital Management history | 297.22K | $9.66M | 0.00% | Add |
| Morgan Stanley history | 139.91K | $4.55M | 0.00% | Reduce |
| Millennium Management history | 136.38K | $4.43M | 0.00% | Reduce |
| D. E. Shaw & Co history | 121.98K | $3.97M | 0.00% | Reduce |
| Goldman Sachs Group history | 119.59K | $3.89M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 109.56K | $3.56M | 0.00% | Add |
| AQR Capital Management history | 108.20K | $3.52M | 0.00% | Add |
| Northern Trust Corp history | 103.05K | $3.35M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 91.09K | $2.96M | 0.00% | Add |
| Arrowstreet Capital history | 77.40K | $2.52M | 0.00% | Add |
| PNC Financial Services history | 53.19K | $1.73M | 0.00% | Add |
| Citadel Advisors history | 44.81K | $1.46M | 0.00% | Reduce |
| Renaissance Technologies history | 43.40K | $1.41M | 0.00% | Add |
| UBS Group AG history | 38.80K | $1.26M | 0.00% | Add |
| BNY Mellon history | 36.21K | $1.18M | 0.00% | Reduce |
| Two Sigma Investments history | 34.95K | $1.14M | 0.00% | Add |
| Bank of America Corp history | 31.87K | $1.04M | 0.00% | Add |
| Franklin Resources history | 25.29K | $822.24K | 0.00% | Add |
| Invesco Ltd history | 22.45K | $729.85K | 0.00% | Add |
| Amundi US history | 12.52K | $407.02K | 0.00% | Add |
| Deutsche Bank AG history | 10.90K | $354.39K | 0.00% | Reduce |
| Legal & General Investment Management America history | 7.45K | $242.33K | 0.00% | Reduce |
| Wells Fargo & Co history | 6.77K | $220.15K | 0.00% | Reduce |
| Citigroup Inc history | 2.36K | $76.72K | 0.00% | Add |
| T. Rowe Price Associates history | 14.19K | $462 | 0.00% | Add |
Q4 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 890.88K | $26.47M | 0.00% | Add |
| Vanguard Group history | 698.33K | $20.75M | 0.00% | Reduce |
| Geode Capital Management history | 275.90K | $8.20M | 0.00% | Hold |
| Millennium Management history | 224.25K | $6.66M | 0.00% | Add |
| D. E. Shaw & Co history | 175.69K | $5.22M | 0.00% | Add |
| Morgan Stanley history | 143.18K | $4.25M | 0.00% | Add |
| Goldman Sachs Group history | 120.80K | $3.59M | 0.00% | Add |
| Charles Schwab Investment Management history | 96.44K | $2.87M | 0.00% | Reduce |
| Northern Trust Corp history | 95.69K | $2.84M | 0.00% | Reduce |
| AQR Capital Management history | 86.52K | $2.57M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 77.71K | $2.31M | 0.00% | Add |
| Arrowstreet Capital history | 66.97K | $1.99M | 0.00% | Add |
| Citadel Advisors history | 57.98K | $1.72M | 0.00% | Add |
| PNC Financial Services history | 48.22K | $1.43M | 0.00% | Add |
| JPMorgan Chase & Co history | 45.50K | $1.35M | 0.00% | Reduce |
| BNY Mellon history | 41.68K | $1.24M | 0.00% | Reduce |
| Renaissance Technologies history | 39.90K | $1.19M | 0.00% | Reduce |
| UBS Group AG history | 37.72K | $1.12M | 0.00% | Reduce |
| Two Sigma Investments history | 28.36K | $842.58K | 0.00% | Reduce |
| Bank of America Corp history | 27.92K | $829.38K | 0.00% | Add |
| Deutsche Bank AG history | 26.24K | $779.59K | 0.00% | Add |
| Invesco Ltd history | 21.73K | $645.48K | 0.00% | Reduce |
| Franklin Resources history | 20.08K | $596.46K | 0.00% | Add |
| Wells Fargo & Co history | 15.27K | $453.59K | 0.00% | Add |
| Legal & General Investment Management America history | 9.96K | $295.85K | 0.00% | Hold |
| Prudential Financial history | 9.43K | $280.25K | 0.00% | Reduce |
| Amundi US history | 9.01K | $267.78K | 0.00% | Add |
| Citigroup Inc history | 1.94K | $57.64K | 0.00% | Reduce |
| T. Rowe Price Associates history | 12.87K | $383 | 0.00% | Add |
Q3 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 910.81K | $33.57M | 0.00% | Reduce |
| BlackRock Inc history | 879.48K | $32.42M | 0.00% | Reduce |
| Geode Capital Management history | 276.39K | $10.19M | 0.00% | Add |
| Millennium Management history | 220.85K | $8.14M | 0.00% | Add |
| D. E. Shaw & Co history | 169.81K | $6.26M | 0.00% | Add |
| Morgan Stanley history | 135.41K | $4.99M | 0.00% | Reduce |
| BNY Mellon history | 110.67K | $4.08M | 0.00% | Hold |
| Charles Schwab Investment Management history | 104.29K | $3.84M | 0.00% | Reduce |
| Northern Trust Corp history | 104.19K | $3.84M | 0.00% | Hold |
| AQR Capital Management history | 87.63K | $3.23M | 0.00% | Add |
| Goldman Sachs Group history | 76.05K | $2.80M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 68.82K | $2.54M | 0.00% | Add |
| Two Sigma Investments history | 57.88K | $2.13M | 0.00% | Add |
| Arrowstreet Capital history | 53.59K | $1.98M | 0.00% | Add |
| JPMorgan Chase & Co history | 49.35K | $1.82M | 0.00% | Reduce |
| PNC Financial Services history | 46.23K | $1.70M | 0.00% | Add |
| Renaissance Technologies history | 42.30K | $1.56M | 0.00% | Add |
| UBS Group AG history | 42.29K | $1.56M | 0.00% | Add |
| Citadel Advisors history | 29.36K | $1.08M | 0.00% | Reduce |
| Invesco Ltd history | 23.09K | $850.91K | 0.00% | Reduce |
| Bank of America Corp history | 18.82K | $693.78K | 0.00% | Reduce |
| Franklin Resources history | 18.75K | $691.24K | 0.00% | Add |
| Prudential Financial history | 10.24K | $377.30K | 0.00% | New |
| Legal & General Investment Management America history | 9.96K | $367.05K | 0.00% | Add |
| Deutsche Bank AG history | 9.64K | $355.44K | 0.00% | Add |
| Wells Fargo & Co history | 9.01K | $331.97K | 0.00% | Add |
| Amundi US history | 8.68K | $312.96K | 0.00% | New |
| Citigroup Inc history | 2.30K | $84.92K | 0.00% | Reduce |
| T. Rowe Price Associates history | 9.34K | $345 | 0.00% | Add |
Q2 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.10M | $43.63M | 0.00% | Hold |
| BlackRock Inc history | 885.77K | $35.24M | 0.00% | Add |
| BlackRock Inc history | 885.77K | $35.24M | 0.00% | Add |
| Geode Capital Management history | 273.53K | $10.88M | 0.00% | Add |
| Morgan Stanley history | 168.10K | $6.69M | 0.00% | Reduce |
| Morgan Stanley history | 168.10K | $6.69M | 0.00% | Reduce |
| D. E. Shaw & Co history | 157.59K | $6.27M | 0.01% | Add |
| BNY Mellon history | 111.06K | $4.42M | 0.00% | Add |
| Charles Schwab Investment Management history | 105.07K | $4.18M | 0.00% | Add |
| Northern Trust Corp history | 104.33K | $4.15M | 0.00% | Reduce |
| Millennium Management history | 103.44K | $4.11M | 0.00% | Reduce |
| AQR Capital Management history | 74.21K | $2.95M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 62.15K | $2.47M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 62.15K | $2.47M | 0.00% | Add |
| JPMorgan Chase & Co history | 54.38K | $2.16M | 0.00% | Add |
| JPMorgan Chase & Co history | 54.38K | $2.16M | 0.00% | Add |
| Goldman Sachs Group history | 54.37K | $2.16M | 0.00% | Reduce |
| Goldman Sachs Group history | 54.37K | $2.16M | 0.00% | Reduce |
| Arrowstreet Capital history | 50.22K | $2.00M | 0.00% | Add |
| PNC Financial Services history | 45.28K | $1.80M | 0.00% | Reduce |
| Two Sigma Investments history | 41.41K | $1.65M | 0.00% | Add |
| Two Sigma Investments history | 41.41K | $1.65M | 0.00% | Add |
| Bank of America Corp history | 38.57K | $1.53M | 0.00% | Hold |
| Renaissance Technologies history | 34.10K | $1.36M | 0.00% | Add |
| Renaissance Technologies history | 34.10K | $1.36M | 0.00% | Add |
| Citadel Advisors history | 30.03K | $1.19M | 0.00% | Reduce |
| Citadel Advisors history | 30.03K | $1.19M | 0.00% | Reduce |
| Invesco Ltd history | 23.20K | $922.98K | 0.00% | Reduce |
| UBS Group AG history | 19.50K | $775.75K | 0.00% | Add |
| Franklin Resources history | 18.62K | $740.62K | 0.00% | Add |
| Legal & General Investment Management America history | 9.28K | $369.32K | 0.00% | Add |
| Deutsche Bank AG history | 8.41K | $334.63K | 0.00% | Reduce |
| Deutsche Bank AG history | 8.41K | $334.63K | 0.00% | Reduce |
| Principal Global Investors history | 7.57K | $301.06K | 0.00% | Reduce |
| Wells Fargo & Co history | 7.54K | $299.80K | 0.00% | Add |
| Citigroup Inc history | 6.32K | $251.33K | 0.00% | Reduce |
| Lazard Asset Management history | 16.01K | $636 | 0.00% | Reduce |
| T. Rowe Price Associates history | 9.09K | $362 | 0.00% | Add |
Q1 2025 — 45 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.10M | $45.58M | 0.00% | Reduce |
| BlackRock Inc history | 878.70K | $36.50M | 0.00% | Hold |
| BlackRock Inc history | 878.70K | $36.50M | 0.00% | Hold |
| Geode Capital Management history | 263.02K | $10.93M | 0.00% | Add |
| Morgan Stanley history | 171.71K | $7.13M | 0.00% | Reduce |
| Morgan Stanley history | 171.71K | $7.13M | 0.00% | Reduce |
| D. E. Shaw & Co history | 138.87K | $5.77M | 0.01% | Add |
| Millennium Management history | 119.56K | $4.97M | 0.00% | Add |
| Northern Trust Corp history | 108.99K | $4.53M | 0.00% | Reduce |
| BNY Mellon history | 107.53K | $4.47M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 103.33K | $4.29M | 0.00% | Reduce |
| AQR Capital Management history | 79.58K | $3.31M | 0.00% | Add |
| Goldman Sachs Group history | 73.34K | $3.05M | 0.00% | Reduce |
| Goldman Sachs Group history | 73.34K | $3.05M | 0.00% | Reduce |
| Citadel Advisors history | 65.50K | $2.72M | 0.00% | Reduce |
| Citadel Advisors history | 65.50K | $2.72M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 60.77K | $2.52M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 60.77K | $2.52M | 0.00% | Add |
| PNC Financial Services history | 59.43K | $2.47M | 0.00% | Add |
| JPMorgan Chase & Co history | 47.59K | $1.98M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 47.59K | $1.98M | 0.00% | Reduce |
| Bank of America Corp history | 38.62K | $1.60M | 0.00% | Reduce |
| Renaissance Technologies history | 31.00K | $1.29M | 0.00% | Reduce |
| Renaissance Technologies history | 31.00K | $1.29M | 0.00% | Reduce |
| Two Sigma Investments history | 29.76K | $1.24M | 0.00% | Add |
| Two Sigma Investments history | 29.76K | $1.24M | 0.00% | Add |
| Invesco Ltd history | 27.87K | $1.16M | 0.00% | Reduce |
| Deutsche Bank AG history | 27.20K | $1.13M | 0.00% | Reduce |
| Deutsche Bank AG history | 27.20K | $1.13M | 0.00% | Reduce |
| Balyasny Asset Management history | 23.15K | $961.65K | 0.00% | Add |
| Franklin Resources history | 18.51K | $768.78K | 0.00% | Hold |
| Arrowstreet Capital history | 14.26K | $592.49K | 0.00% | New |
| UBS Group AG history | 13.13K | $545.46K | 0.00% | Reduce |
| Principal Global Investors history | 10.22K | $424.50K | 0.00% | Add |
| Citigroup Inc history | 9.72K | $403.98K | 0.00% | Reduce |
| Legal & General Investment Management America history | 8.63K | $358.49K | 0.00% | Reduce |
| Prudential Financial history | 7.23K | $300.25K | 0.00% | Reduce |
| Wells Fargo & Co history | 6.03K | $250.26K | 0.00% | Add |
| Point72 Asset Management history | 5.10K | $211.85K | 0.00% | Reduce |
| Point72 Asset Management history | 5.10K | $211.85K | 0.00% | Reduce |
| Amundi US history | 4.84K | $179.42K | 0.00% | Add |
| CPP Investments history | 400 | $16.62K | 0.00% | New |
| CPP Investments history | 400 | $16.62K | 0.00% | New |
| Lazard Asset Management history | 16.32K | $678 | 0.00% | Add |
| T. Rowe Price Associates history | 8.37K | $348 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 19.96K sh · $683.10K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 937.87K | 908.51K | 890.88K | 879.48K | 885.77K | 878.70K | 876.75K | 881.60K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 296.59K | 297.22K | 275.90K | 276.39K | 273.53K | 263.02K | 255.32K | 255.87K | 254.21K | 238.66K | 232.54K | 215.25K | 205.25K | 205.17K | 189.79K | 184.43K | 179.50K | 172.47K | 191.65K | 185.99K |
| Goldman Sachs Group | 128.66K | 119.59K | 120.80K | 76.05K | 54.37K | 73.34K | 85.45K | 82.32K | 119.76K | 104.76K | 110.57K | 104.51K | 100.35K | 112.29K | 109.54K | 119.72K | 135.73K | 84.83K | 94.84K | 39.23K |
| Millennium Management | 125.21K | 136.38K | 224.25K | 220.85K | 103.44K | 119.56K | 99.25K | 82.14K | 48.06K | 47.35K | 99.67K | 198.85K | 35.46K | 34.13K | 60.94K | 44.50K | — | — | — | 4.54K |
| Morgan Stanley | 121.34K | 139.91K | 143.18K | 135.41K | 168.10K | 171.71K | 207.93K | 212.05K | 126.91K | 109.86K | 180.36K | 107.94K | 100.00K | 99.16K | 62.53K | 58.86K | 71.47K | 116.05K | 92.36K | 164.56K |
| AQR Capital Management | 120.64K | 108.20K | 86.52K | 87.63K | 74.21K | 79.58K | 37.79K | 48.15K | 76.59K | 76.22K | 64.04K | 57.24K | 25.27K | 21.02K | 25.09K | 44.20K | — | — | — | 8.42K |
| Charles Schwab Investment Management | 111.31K | 109.56K | 96.44K | 104.29K | 105.07K | 103.33K | 113.01K | 115.16K | 110.86K | 97.47K | 85.89K | 82.74K | 79.18K | 78.04K | 236.43K | 225.09K | 197.87K | 165.36K | 139.26K | 127.61K |
| Northern Trust Corp | 103.96K | 103.05K | 95.69K | 104.19K | 104.33K | 108.99K | 114.79K | 109.22K | 105.72K | 110.22K | 112.97K | 112.55K | 110.28K | 103.80K | 104.59K | 106.30K | 105.95K | 134.39K | 141.26K | 144.61K |
| Fidelity Management & Research (FMR) | 100.81K | 91.09K | 77.71K | 68.82K | 62.15K | 60.77K | 56.81K | 51.28K | 38.89K | 231.36K | 199.16K | 589.09K | 366.75K | 369.98K | 279.88K | 279.70K | 279.76K | 314.93K | 288.84K | 257.74K |
| D. E. Shaw & Co | 85.70K | 121.98K | 175.69K | 169.81K | 157.59K | 138.87K | 60.40K | 35.96K | 36.01K | — | 30.32K | 39.99K | 24.81K | 40.71K | 30.39K | 27.39K | 30.22K | 39.00K | 49.22K | 21.94K |
| Bank of America Corp | 76.05K | 31.87K | 27.92K | 18.82K | 38.57K | 38.62K | 44.69K | 37.82K | 28.90K | 26.48K | 40.36K | 35.66K | 28.52K | 34.04K | 31.58K | 29.33K | 30.42K | 29.11K | 29.81K | 27.80K |
| UBS Group AG | 71.27K | 38.80K | 37.72K | 42.29K | 19.50K | 13.13K | 20.01K | 12.81K | 11.16K | 19.22K | 22.40K | 13.94K | 13.65K | 12.02K | 13.96K | 19.88K | 22.15K | 22.52K | 18.77K | 19.59K |
| PNC Financial Services | 54.33K | 53.19K | 48.22K | 46.23K | 45.28K | 59.43K | 23.97K | 23.29K | 21.38K | 25.02K | 19.48K | 19.48K | 19.48K | 1.41M | 48.15K | — | — | — | — | 20.38K |
| Arrowstreet Capital | 43.04K | 77.40K | 66.97K | 53.59K | 50.22K | 14.26K | — | — | 88.42K | 133.45K | 91.37K | 77.32K | 65.58K | 55.92K | 23.87K | — | — | — | — | — |
| BNY Mellon | 37.40K | 36.21K | 41.68K | 110.67K | 111.06K | 107.53K | 109.21K | 106.76K | 115.55K | 112.93K | 111.00K | 119.28K | 195.22K | 149.07K | 148.07K | 73.45K | 72.25K | 88.97K | 177.69K | 282.36K |
| Renaissance Technologies | 37.20K | 43.40K | 39.90K | 42.30K | 34.10K | 31.00K | 80.90K | 45.90K | 50.10K | 46.40K | 51.88K | 38.10K | 31.70K | 15.80K | — | — | 48.30K | — | 30.70K | 54.70K |
| Two Sigma Investments | 36.17K | 34.95K | 28.36K | 57.88K | 41.41K | 29.76K | 20.43K | 7.78K | 5.34K | — | 42.24K | 38.63K | 8.70K | 8.60K | — | — | — | — | — | 11.86K |
| Citadel Advisors | 30.02K | 44.81K | 57.98K | 29.36K | 30.03K | 65.50K | 101.83K | 52.82K | 76.06K | 48.53K | 34.72K | 23.39K | 50.73K | 118.34K | 143.02K | 127.83K | 81.41K | 117.39K | 71.48K | 58.33K |
| Invesco Ltd | 21.44K | 22.45K | 21.73K | 23.09K | 23.20K | 27.87K | 30.40K | 31.71K | 86.43K | 45.15K | 97.39K | 46.25K | 83.52K | 73.85K | 42.96K | 40.14K | 42.06K | 34.28K | 20.39K | 24.69K |
| JPMorgan Chase & Co | 19.96K | — | 45.50K | 49.35K | 54.38K | 47.59K | 63.23K | 23.82K | 37.06K | 47.23K | 23.62K | 10.59K | 21.38K | 25.27K | 23.94K | 18.17K | 8.40K | 10.57K | 234.57K | 18.38K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details