AR
JOY

Advisory Research’s Joy Global Inc JOY Stock Holding History

Advisory Research’s Portfolio JOY Stock Details JOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,249
Closed -$72K – 755
2014
Q1 		$72K Buy
+1,249
New +$69.3K ﹤0.01% 437

Other funds holding JOY

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Advisory Research's JOY Position: Q2 2014 in Review

Advisory Research sold out of Joy Global Inc (JOY) in Q2 2014, closing a stake of 1,249 shares — an estimated $72K sold.

Advisory Research first reported a position in JOY in Q1 2014 and held it in 1 quarter. The position peaked at $72K in Q1 2014. 403 funds tracked by Wall St. Rank hold JOY as of Q2 2014.

  • Advisory Research reported no remaining Joy Global Inc position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 1,249 Joy Global Inc shares in Q2 2014, an estimated $72K.
  • Advisory Research first reported a position in Joy Global Inc in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Joy Global Inc position peaked at $72K in Q1 2014.
  • 403 funds tracked by Wall St. Rank held Joy Global Inc as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.