GWM
JOY

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

Gupta 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
2016
Q1 		$23K Buy
+1,435
New +$18.1K 0.01% 627
2015
Q3 		– Sell
-732
Closed -$26K – 1397
2015
Q2 		$26K Buy
+732
New +$29.5K 0.01% 672

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gupta Wealth Management's JOY Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Joy Global Inc (JOY) in Q1 2016: 1,435 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in JOY as recently as Q2 2015.

Gupta Wealth Management first reported a position in JOY in Q2 2015 and has held it in 2 quarters since. The position peaked at $26K in Q2 2015. 264 funds tracked by Wall St. Rank hold JOY as of Q1 2016.

  • Gupta Wealth Management held 1,435 shares of Joy Global Inc worth $23K as of Q1 2016.
  • Joy Global Inc was a new Gupta Wealth Management position in Q1 2016.
  • Joy Global Inc made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #627 holding.
  • Gupta Wealth Management first reported a position in Joy Global Inc in Q2 2015 and has held it in 2 quarters since.
  • Gupta Wealth Management's Joy Global Inc position peaked at $26K in Q2 2015.
  • 264 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.