Baird Financial Group
JOY

Baird Financial Group’s Joy Global Inc JOY Stock Holding History

Baird Financial Group’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
2017
Q1 		– Sell
-26,264
Closed -$735K – 1268
2016
Q4 		$735K Sell
26,264
-1,182
-4% -$33K 0.01% 841
2016
Q3 		$761K Sell
27,446
-15,820
-37% -$420K 0.01% 825
2016
Q2 		$987K Buy
43,266
+5,108
+13% +$96.5K 0.01% 738
2016
Q1 		$613K Buy
38,158
+158
+0.4% +$1.99K 0.01% 861
2015
Q4 		$479K Buy
38,000
+17,100
+82% +$259K ﹤0.01% 918
2015
Q3 		$312K Buy
20,900
+15,300
+273% +$371K ﹤0.01% 1048
2015
Q2 		$203K Buy
+5,600
New +$225K ﹤0.01% 1223

Other funds holding JOY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Baird Financial Group's JOY Position: Q1 2017 in Review

Baird Financial Group sold out of Joy Global Inc (JOY) in Q1 2017, closing a stake of 26,264 shares — an estimated $735K sold.

Baird Financial Group first reported a position in JOY in Q2 2015 and held it in 7 quarters. The position peaked at $987K in Q2 2016. 188 funds tracked by Wall St. Rank hold JOY as of Q1 2017.

  • Baird Financial Group reported no remaining Joy Global Inc position as of Q1 2017 after selling out during the quarter.
  • Baird Financial Group sold 26,264 Joy Global Inc shares in Q1 2017, an estimated $735K.
  • Baird Financial Group first reported a position in Joy Global Inc in Q2 2015 and held it in 7 quarters.
  • Baird Financial Group's Joy Global Inc position peaked at $987K in Q2 2016.
  • 188 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2017.

Based on Baird Financial Group's 13F filing for Q1 2017, filed 9 May 2017.