IMS
JOY

Index Management Solutions’s Joy Global Inc JOY Stock Holding History

Index Management Solutions’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 		$4K Buy
+264
New +$6.4K ﹤0.01% 662
2015
Q1 		– Sell
-1,185
Closed -$55K – 913
2014
Q4 		$55K Buy
1,185
+3
+0.3% +$153 0.01% 355
2014
Q3 		$64K Sell
1,182
-2,609
-69% -$158K 0.01% 799
2014
Q2 		$233K Buy
3,791
+1,855
+96% +$112K 0.03% 555
2014
Q1 		$112K Buy
1,936
+858
+80% +$47.6K 0.02% 416
2013
Q4 		$63K Buy
1,078
+161
+18% +$8.87K 0.02% 398
2013
Q3 		$47K Buy
+917
New +$46.8K 0.01% 486

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

Index Management Solutions's JOY Position: Q3 2015 in Review

Index Management Solutions opened a new position in Joy Global Inc (JOY) in Q3 2015: 264 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Index Management Solutions previously reported a position in JOY as recently as Q4 2014.

Index Management Solutions first reported a position in JOY in Q3 2013 and has held it in 7 quarters since. The position peaked at $233K in Q2 2014. 304 funds tracked by Wall St. Rank hold JOY as of Q3 2015.

  • Index Management Solutions held 264 shares of Joy Global Inc worth $4K as of Q3 2015.
  • Joy Global Inc was a new Index Management Solutions position in Q3 2015.
  • Joy Global Inc made up ﹤0.01% of Index Management Solutions's portfolio in Q3 2015, its #662 holding.
  • Index Management Solutions first reported a position in Joy Global Inc in Q3 2013 and has held it in 7 quarters since.
  • Index Management Solutions's Joy Global Inc position peaked at $233K in Q2 2014.
  • 304 funds tracked by Wall St. Rank held Joy Global Inc as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.