BA
JOY

Bridgewater Associates’s Joy Global Inc JOY Stock Holding History

Bridgewater Associates’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
2015
Q4 		– Sell
-258,297
Closed -$3.86M – 458
2015
Q3 		$3.86M Buy
+258,297
New +$6.26M 0.05% 154
2015
Q2 		– Sell
-274,096
Closed -$10.7M – 423
2015
Q1 		$10.7M Buy
274,096
+128,333
+88% +$5.44M 0.08% 57
2014
Q4 		$6.78M Buy
+145,763
New +$7.46M 0.05% 84
2014
Q3 		– Sell
-48,230
Closed -$2.97M – 444
2014
Q2 		$2.97M Buy
+48,230
New +$2.9M 0.02% 150

Other funds holding JOY

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgewater Associates's JOY Position: Q4 2015 in Review

Bridgewater Associates sold out of Joy Global Inc (JOY) in Q4 2015, closing a stake of 258,297 shares — an estimated $3.86M sold.

Bridgewater Associates first reported a position in JOY in Q2 2014 and held it in 4 quarters. The position peaked at $10.7M in Q1 2015. 271 funds tracked by Wall St. Rank hold JOY as of Q4 2015.

  • Bridgewater Associates reported no remaining Joy Global Inc position as of Q4 2015 after selling out during the quarter.
  • Bridgewater Associates sold 258,297 Joy Global Inc shares in Q4 2015, an estimated $3.86M.
  • Bridgewater Associates first reported a position in Joy Global Inc in Q2 2014 and held it in 4 quarters.
  • Bridgewater Associates's Joy Global Inc position peaked at $10.7M in Q1 2015.
  • 271 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2015.

Based on Bridgewater Associates's 13F filing for Q4 2015, filed 11 Feb 2016.