EWM
JOY

Evercore Wealth Management’s Joy Global Inc JOY Stock Holding History

Evercore Wealth Management’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
2014
Q4 		– Sell
-310
Closed -$17K – 1028
2014
Q3 		$17K Hold
310
– – ﹤0.01% 764
2014
Q2 		$19K Hold
310
– – ﹤0.01% 750
2014
Q1 		$18K Buy
310
+210
+210% +$11.7K ﹤0.01% 762
2013
Q4 		$6K Hold
100
– – ﹤0.01% 798
2013
Q3 		$5K Hold
100
– – ﹤0.01% 867
2013
Q2 		$5K Buy
+100
New +$5.5K ﹤0.01% 765

Other funds holding JOY

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Evercore Wealth Management's JOY Position: Q4 2014 in Review

Evercore Wealth Management sold out of Joy Global Inc (JOY) in Q4 2014, closing a stake of 310 shares — an estimated $17K sold.

Evercore Wealth Management first reported a position in JOY in Q2 2013 and held it in 6 quarters. The position peaked at $19K in Q2 2014. 371 funds tracked by Wall St. Rank hold JOY as of Q4 2014.

  • Evercore Wealth Management reported no remaining Joy Global Inc position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 310 Joy Global Inc shares in Q4 2014, an estimated $17K.
  • Evercore Wealth Management first reported a position in Joy Global Inc in Q2 2013 and held it in 6 quarters.
  • Evercore Wealth Management's Joy Global Inc position peaked at $19K in Q2 2014.
  • 371 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.