AAM
JOY

Archipel Asset Management’s Joy Global Inc JOY Stock Holding History

Archipel Asset Management’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
Q3 		$1.32M Buy
+24,177
New +$1.47M 0.38% 91
2013
Q3 		– Sell
-197,066
Closed -$9.56M – 99
2013
Q2 		$9.56M Buy
+197,066
New +$10.8M 1.96% 32

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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Archipel Asset Management's JOY Position: Q3 2014 in Review

Archipel Asset Management opened a new position in Joy Global Inc (JOY) in Q3 2014: 24,177 shares worth $1.32M. The stake represents 0.38% of the portfolio and ranks #91 among its holdings. This is a return to the name: Archipel Asset Management previously reported a position in JOY as recently as Q2 2013.

Archipel Asset Management first reported a position in JOY in Q2 2013 and has held it in 2 quarters since. The position peaked at $9.56M in Q2 2013. 388 funds tracked by Wall St. Rank hold JOY as of Q3 2014.

  • Archipel Asset Management held 24,177 shares of Joy Global Inc worth $1.32M as of Q3 2014.
  • Joy Global Inc was a new Archipel Asset Management position in Q3 2014.
  • Joy Global Inc made up 0.38% of Archipel Asset Management's portfolio in Q3 2014, its #91 holding.
  • Archipel Asset Management first reported a position in Joy Global Inc in Q2 2013 and has held it in 2 quarters since.
  • Archipel Asset Management's Joy Global Inc position peaked at $9.56M in Q2 2013.
  • 388 funds tracked by Wall St. Rank held Joy Global Inc as of Q3 2014.

Based on Archipel Asset Management's 13F filing for Q3 2014, filed 15 Oct 2014.