JIC
JOY

Joel Isaacson & Co’s Joy Global Inc JOY Stock Holding History

Joel Isaacson & 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
2017
Q1 		– Sell
-1,300
Closed -$36K – 618
2016
Q4 		$36K Hold
1,300
– – 0.01% 354
2016
Q3 		$36K Hold
1,300
– – 0.01% 382
2016
Q2 		$27K Hold
1,300
– – 0.01% 418
2016
Q1 		$21K Sell
1,300
-175
-12% -$2.2K ﹤0.01% 481
2015
Q4 		$19K Hold
1,475
– – ﹤0.01% 476
2015
Q3 		$22K Hold
1,475
– – 0.01% 463
2015
Q2 		$53K Hold
1,475
– – 0.01% 356
2015
Q1 		$58K Sell
1,475
-6,800
-82% -$288K 0.01% 337
2014
Q4 		$385K Buy
+8,275
New +$423K 0.1% 93

Other funds holding JOY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Joel Isaacson & Co's JOY Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Joy Global Inc (JOY) in Q1 2017, closing a stake of 1,300 shares — an estimated $36K sold.

Joel Isaacson & Co first reported a position in JOY in Q4 2014 and held it in 9 quarters. The position peaked at $385K in Q4 2014. 188 funds tracked by Wall St. Rank hold JOY as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Joy Global Inc position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,300 Joy Global Inc shares in Q1 2017, an estimated $36K.
  • Joel Isaacson & Co first reported a position in Joy Global Inc in Q4 2014 and held it in 9 quarters.
  • Joel Isaacson & Co's Joy Global Inc position peaked at $385K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.