JIP
JOY

Jaffetilchin Investment Partners’s Joy Global Inc JOY Stock Holding History

Jaffetilchin Investment 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
2014
Q2 		– Sell
-5,791
Closed -$336K – 250
2014
Q1 		$336K Buy
5,791
+304
+6% +$16.9K 0.13% 132
2013
Q4 		$321K Buy
5,487
+231
+4% +$12.7K 0.16% 131
2013
Q3 		$268K Buy
5,256
+290
+6% +$14.8K 0.16% 148
2013
Q2 		$241K Buy
+4,966
New +$273K 0.17% 159

Other funds holding JOY

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.03% 1-Year Est. Return

Jaffetilchin Investment Partners's JOY Position: Q2 2014 in Review

Jaffetilchin Investment Partners sold out of Joy Global Inc (JOY) in Q2 2014, closing a stake of 5,791 shares — an estimated $336K sold.

Jaffetilchin Investment Partners first reported a position in JOY in Q2 2013 and held it in 4 quarters. The position peaked at $336K in Q1 2014. 403 funds tracked by Wall St. Rank hold JOY as of Q2 2014.

  • Jaffetilchin Investment Partners reported no remaining Joy Global Inc position as of Q2 2014 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 5,791 Joy Global Inc shares in Q2 2014, an estimated $336K.
  • Jaffetilchin Investment Partners first reported a position in Joy Global Inc in Q2 2013 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Joy Global Inc position peaked at $336K in Q1 2014.
  • 403 funds tracked by Wall St. Rank held Joy Global Inc as of Q2 2014.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2014, filed 24 Jul 2014.