ALA
JOY

Atherton Lane Advisers’s Joy Global Inc JOY Stock Holding History

Atherton Lane Advisers’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
2013
Q4 		– Sell
-6,215
Closed -$317K – 157
2013
Q3 		$317K Sell
6,215
-14,625
-70% -$746K 0.02% 105
2013
Q2 		$1.01M Buy
+20,840
New +$1.15M 0.07% 72

Other funds holding JOY

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Atherton Lane Advisers's JOY Position: Q4 2013 in Review

Atherton Lane Advisers sold out of Joy Global Inc (JOY) in Q4 2013, closing a stake of 6,215 shares — an estimated $317K sold.

Atherton Lane Advisers first reported a position in JOY in Q2 2013 and held it in 2 quarters. The position peaked at $1.01M in Q2 2013. 409 funds tracked by Wall St. Rank hold JOY as of Q4 2013.

  • Atherton Lane Advisers reported no remaining Joy Global Inc position as of Q4 2013 after selling out during the quarter.
  • Atherton Lane Advisers sold 6,215 Joy Global Inc shares in Q4 2013, an estimated $317K.
  • Atherton Lane Advisers first reported a position in Joy Global Inc in Q2 2013 and held it in 2 quarters.
  • Atherton Lane Advisers's Joy Global Inc position peaked at $1.01M in Q2 2013.
  • 409 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2013.

Based on Atherton Lane Advisers's 13F filing for Q4 2013, filed 14 Feb 2014.