JGC
JOY

J. Goldman & Co’s Joy Global Inc JOY Stock Holding History

J. Goldman & Co’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
-197,500
Closed -$2.49M – 399
2015
Q4 		$2.49M Buy
197,500
+92,500
+88% +$1.4M 0.26% 118
2015
Q3 		$1.57M Buy
105,000
+7,500
+8% +$182K 0.13% 155
2015
Q2 		$3.53M Buy
+97,500
New +$3.92M 0.21% 122
2014
Q4 		– Sell
-231,000
Closed -$12.6M – 327
2014
Q3 		$12.6M Buy
+231,000
New +$14M 0.76% 22

Other funds holding JOY

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J. Goldman & Co's JOY Position: Q1 2016 in Review

J. Goldman & Co sold out of Joy Global Inc (JOY) in Q1 2016, closing a stake of 60,000 shares — an estimated $755K sold.

J. Goldman & Co first reported a position in JOY in Q4 2013 and held it in 4 quarters. The position peaked at $2.75M in Q4 2013. 264 funds tracked by Wall St. Rank hold JOY as of Q1 2016.

  • J. Goldman & Co reported no remaining Joy Global Inc position as of Q1 2016 after selling out during the quarter.
  • J. Goldman & Co sold 60,000 Joy Global Inc shares in Q1 2016, an estimated $755K.
  • J. Goldman & Co first reported a position in Joy Global Inc in Q4 2013 and held it in 4 quarters.
  • J. Goldman & Co's Joy Global Inc position peaked at $2.75M in Q4 2013.
  • 264 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2016.

Based on J. Goldman & Co's 13F filing for Q1 2016, filed 16 May 2016.