Dimensional Fund Advisors
JOY

Dimensional Fund Advisors’s Joy Global Inc JOY Stock Holding History

Dimensional Fund Advisors’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
Q2 		– Sell
-1,168,685
Closed -$33M – 3370
2017
Q1 		$33M Sell
1,168,685
-167,553
-13% -$4.72M 0.02% 1618
2016
Q4 		$37.4M Sell
1,336,238
-506,021
-27% -$14.1M 0.02% 1448
2016
Q3 		$51.1M Buy
1,842,259
+242,576
+15% +$6.43M 0.03% 1008
2016
Q2 		$33.8M Buy
1,599,683
+774,325
+94% +$14.6M 0.02% 1378
2016
Q1 		$13.3M Sell
825,358
-16,160
-2% -$203K 0.01% 2077
2015
Q4 		$10.6M Sell
841,518
-101,599
-11% -$1.54M 0.01% 2188
2015
Q3 		$14.1M Buy
943,117
+33,482
+4% +$812K 0.01% 2006
2015
Q2 		$32.9M Buy
909,635
+75,770
+9% +$3.05M 0.02% 1328
2015
Q1 		$32.7M Buy
833,865
+18,446
+2% +$782K 0.02% 1285
2014
Q4 		$37.9M Sell
815,419
-148,982
-15% -$7.62M 0.02% 1054
2014
Q3 		$52.6M Buy
964,401
+75,198
+8% +$4.56M 0.04% 636
2014
Q2 		$54.8M Buy
889,203
+186,930
+27% +$11.2M 0.04% 631
2014
Q1 		$40.7M Buy
702,273
+459,829
+190% +$25.5M 0.03% 822
2013
Q4 		$14.2M Buy
242,444
+70,295
+41% +$3.87M 0.01% 1877
2013
Q3 		$8.79M Buy
172,149
+11,045
+7% +$563K 0.01% 2211
2013
Q2 		$7.82M Buy
+161,104
New +$8.87M 0.01% 2213

Other funds holding JOY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dimensional Fund Advisors's JOY Position: Q2 2017 in Review

Dimensional Fund Advisors sold out of Joy Global Inc (JOY) in Q2 2017, closing a stake of 1,168,685 shares — an estimated $33M sold.

Dimensional Fund Advisors first reported a position in JOY in Q2 2013 and held it in 16 quarters. The position peaked at $54.8M in Q2 2014. 1 fund tracked by Wall St. Rank holds JOY as of Q2 2017.

  • Dimensional Fund Advisors reported no remaining Joy Global Inc position as of Q2 2017 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,168,685 Joy Global Inc shares in Q2 2017, an estimated $33M.
  • Dimensional Fund Advisors first reported a position in Joy Global Inc in Q2 2013 and held it in 16 quarters.
  • Dimensional Fund Advisors's Joy Global Inc position peaked at $54.8M in Q2 2014.
  • 1 fund tracked by Wall St. Rank held Joy Global Inc as of Q2 2017.

Based on Dimensional Fund Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.