IP
JOY

Interval Partners’s Joy Global Inc JOY Stock Holding History

Interval Partners’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 		– Sell
-25,000
Closed -$315K – 211
2015
Q4 		$315K Buy
25,000
+5,000
+25% +$75.6K 0.03% 143
2015
Q3 		$299K Buy
+20,000
New +$485K 0.04% 141

Other funds holding JOY

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $3.37T AUM 44.26% 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 $210B AUM 57.28% 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 $150B AUM 40.08% 1-Year Est. Return

Interval Partners's JOY Position: Q4 2014 in Review

Interval Partners sold out of Joy Global Inc (JOY) in Q4 2014, closing a stake of 4,263 shares — an estimated $233K sold.

Interval Partners first reported a position in JOY in Q3 2014 and held it in 1 quarter. The position peaked at $233K in Q3 2014. 371 funds tracked by Wall St. Rank hold JOY as of Q4 2014.

  • Interval Partners reported no remaining Joy Global Inc position as of Q4 2014 after selling out during the quarter.
  • Interval Partners sold 4,263 Joy Global Inc shares in Q4 2014, an estimated $233K.
  • Interval Partners first reported a position in Joy Global Inc in Q3 2014 and held it in 1 quarter.
  • Interval Partners's Joy Global Inc position peaked at $233K in Q3 2014.
  • 371 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2014.

Based on Interval Partners's 13F filing for Q4 2014, filed 17 Feb 2015.