Midas Management’s Joy Global Inc JOY Stock Holding History

Midas 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 Q1	–	Sell	-50,000	Closed	-$631K	–	182
2015 Q4	$631K	Buy	50,000 +22,500	+82%	+$340K	0.38%	104
2015 Q3	$411K	Hold	27,500	–	–	0.27%	100
2015 Q2	$996K	Hold	27,500	–	–	0.54%	91
2015 Q1	$1.08M	Hold	27,500	–	–	0.54%	96
2014 Q4	$1.28M	Hold	27,500	–	–	0.67%	80
2014 Q3	$1.5M	Hold	27,500	–	–	0.83%	58
2014 Q2	$1.69M	Hold	27,500	–	–	1.09%	30
2014 Q1	$1.59M	Hold	27,500	–	–	0.74%	60
2013 Q4	$1.61M	Buy	+27,500	New	+$1.51M	0.76%	51

Other funds holding JOY

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Midas Management's JOY Position: Q1 2016 in Review

Midas Management sold out of Joy Global Inc (JOY) in Q1 2016, closing a stake of 50,000 shares — an estimated $631K sold.

Midas Management first reported a position in JOY in Q4 2013 and held it in 9 quarters. The position peaked at $1.69M in Q2 2014. 264 funds tracked by Wall St. Rank hold JOY as of Q1 2016.

Midas Management reported no remaining Joy Global Inc position as of Q1 2016 after selling out during the quarter.
Midas Management sold 50,000 Joy Global Inc shares in Q1 2016, an estimated $631K.
Midas Management first reported a position in Joy Global Inc in Q4 2013 and held it in 9 quarters.
Midas Management's Joy Global Inc position peaked at $1.69M in Q2 2014.
264 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2016.

Based on Midas Management's 13F filing for Q1 2016, filed 28 Apr 2016.