JIM
JOY

Jupiter Investment Management’s Joy Global Inc JOY Stock Holding History

Jupiter Investment Management’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
Q2 		– Sell
-539,169
Closed -$8.66M – 560
2016
Q1 		$8.66M Buy
+539,169
New +$6.79M 0.18% 137
2015
Q1 		– Sell
-45,300
Closed -$2.11M – 454
2014
Q4 		$2.11M Buy
45,300
+19,400
+75% +$992K 0.07% 186
2014
Q3 		$1.41M Buy
25,900
+8,000
+45% +$486K 0.07% 207
2014
Q2 		$1.1M Buy
+17,900
New +$1.08M 0.06% 220
2014
Q1 		– Sell
-9,200
Closed -$538K – 446
2013
Q4 		$538K Buy
+9,200
New +$507K 0.05% 264

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

Jupiter Investment Management's JOY Position: Q2 2016 in Review

Jupiter Investment Management sold out of Joy Global Inc (JOY) in Q2 2016, closing a stake of 539,169 shares — an estimated $8.66M sold.

Jupiter Investment Management first reported a position in JOY in Q4 2013 and held it in 5 quarters. The position peaked at $8.66M in Q1 2016. 249 funds tracked by Wall St. Rank hold JOY as of Q2 2016.

  • Jupiter Investment Management reported no remaining Joy Global Inc position as of Q2 2016 after selling out during the quarter.
  • Jupiter Investment Management sold 539,169 Joy Global Inc shares in Q2 2016, an estimated $8.66M.
  • Jupiter Investment Management first reported a position in Joy Global Inc in Q4 2013 and held it in 5 quarters.
  • Jupiter Investment Management's Joy Global Inc position peaked at $8.66M in Q1 2016.
  • 249 funds tracked by Wall St. Rank held Joy Global Inc as of Q2 2016.

Based on Jupiter Investment Management's 13F filing for Q2 2016, filed 22 Jul 2016.