MHIM
JOY

MacNealy Hoover Investment Management’s Joy Global Inc JOY Stock Holding History

MacNealy Hoover 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
Q4 		– Sell
-12,800
Closed -$355K – 82
2016
Q3 		$355K Sell
12,800
-7,325
-36% -$194K 0.29% 70
2016
Q2 		$425K Buy
20,125
+1,500
+8% +$28.3K 0.34% 66
2016
Q1 		$299K Buy
18,625
+2,000
+12% +$25.2K 0.24% 76
2015
Q4 		$210K Buy
16,625
+150
+0.9% +$2.27K 0.18% 82
2015
Q3 		$246K Buy
16,475
+9,500
+136% +$230K 0.22% 80
2015
Q2 		$252K Buy
6,975
+500
+8% +$20.1K 0.21% 79
2015
Q1 		$254K Buy
6,475
+100
+2% +$4.24K 0.22% 79
2014
Q4 		$297K Hold
6,375
– – 0.25% 75
2014
Q3 		$348K Hold
6,375
– – 0.31% 74
2014
Q2 		$393K Buy
6,375
+100
+2% +$6.01K 0.34% 68
2014
Q1 		$364K Buy
6,275
+175
+3% +$9.72K 0.33% 72
2013
Q4 		$357K Buy
+6,100
New +$336K 0.33% 72

Other funds holding JOY

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MacNealy Hoover Investment Management's JOY Position: Q4 2016 in Review

MacNealy Hoover Investment Management sold out of Joy Global Inc (JOY) in Q4 2016, closing a stake of 12,800 shares — an estimated $355K sold.

MacNealy Hoover Investment Management first reported a position in JOY in Q4 2013 and held it in 12 quarters. The position peaked at $425K in Q2 2016. 218 funds tracked by Wall St. Rank hold JOY as of Q4 2016.

  • MacNealy Hoover Investment Management reported no remaining Joy Global Inc position as of Q4 2016 after selling out during the quarter.
  • MacNealy Hoover Investment Management sold 12,800 Joy Global Inc shares in Q4 2016, an estimated $355K.
  • MacNealy Hoover Investment Management first reported a position in Joy Global Inc in Q4 2013 and held it in 12 quarters.
  • MacNealy Hoover Investment Management's Joy Global Inc position peaked at $425K in Q2 2016.
  • 218 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2016.

Based on MacNealy Hoover Investment Management's 13F filing for Q4 2016, filed 18 Jan 2017.