CS
JOY

Credential Securities’s Joy Global Inc JOY Stock Holding History

Credential Securities’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
Q3 		– Sell
-3,661
Closed -$132K – 228
2015
Q2 		$132K Hold
3,661
– – 0.08% 156
2015
Q1 		$143K Buy
3,661
+582
+19% +$24.7K 0.09% 146
2014
Q4 		$143K Buy
3,079
+1,138
+59% +$58.2K 0.09% 145
2014
Q3 		$108K Buy
1,941
+182
+10% +$11K 0.07% 160
2014
Q2 		$108K Buy
1,759
+178
+11% +$10.7K 0.07% 155
2014
Q1 		$91.7K Buy
+1,581
New +$87.8K 0.07% 159

Other funds holding JOY

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Credential Securities's JOY Position: Q3 2015 in Review

Credential Securities sold out of Joy Global Inc (JOY) in Q3 2015, closing a stake of 3,661 shares — an estimated $132K sold.

Credential Securities first reported a position in JOY in Q1 2014 and held it in 6 quarters. The position peaked at $143K in Q1 2015. 304 funds tracked by Wall St. Rank hold JOY as of Q3 2015.

  • Credential Securities reported no remaining Joy Global Inc position as of Q3 2015 after selling out during the quarter.
  • Credential Securities sold 3,661 Joy Global Inc shares in Q3 2015, an estimated $132K.
  • Credential Securities first reported a position in Joy Global Inc in Q1 2014 and held it in 6 quarters.
  • Credential Securities's Joy Global Inc position peaked at $143K in Q1 2015.
  • 304 funds tracked by Wall St. Rank held Joy Global Inc as of Q3 2015.

Based on Credential Securities's 13F filing for Q3 2015, filed 21 Jul 2025.