Ground Swell Capital’s Joy Global Inc JOY Stock Holding History

Ground Swell Capital’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 Q3	$9K	Buy	165 +53	+47%	+$3.22K	0.02%	1138
2014 Q2	$7K	Buy	+112	New	+$6.74K	0.01%	945

Other funds holding JOY

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Ground Swell Capital's JOY Position: Q3 2014 in Review

Ground Swell Capital increased its Joy Global Inc (JOY) stake by 47% in Q3 2014, buying an estimated $3.22K and bringing the position to 165 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #1138.

Ground Swell Capital first reported a position in JOY in Q2 2014 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold JOY as of Q3 2014.

Ground Swell Capital held 165 shares of Joy Global Inc worth $9K as of Q3 2014.
Ground Swell Capital bought 53 Joy Global Inc shares in Q3 2014, an estimated $3.22K.
Joy Global Inc made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1138 holding.
Ground Swell Capital first reported a position in Joy Global Inc in Q2 2014 and has held it in 2 quarters since.
388 funds tracked by Wall St. Rank held Joy Global Inc as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.