NIM
JOY

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

NuWave 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
2014
Q3 		$128K Buy
2,346
+1,400
+148% +$85K 0.37% 101
2014
Q2 		$58K Buy
946
+788
+499% +$47.4K 0.15% 172
2014
Q1 		$9K Buy
158
+95
+151% +$5.28K 0.03% 233
2013
Q4 		$4K Sell
63
-52
-45% -$2.86K ﹤0.01% 271
2013
Q3 		$6K Sell
115
-22,308
-99% -$1.14M 0.01% 276
2013
Q2 		$1.09M Buy
+22,423
New +$1.23M 1.19% 18

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 $2.9T AUM 29.55% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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 $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

NuWave Investment Management's JOY Position: Q3 2014 in Review

NuWave Investment Management increased its Joy Global Inc (JOY) stake by 148% in Q3 2014, buying an estimated $85K and bringing the position to 2,346 shares worth $128K. The position accounts for 0.37% of the portfolio, ranked #101.

NuWave Investment Management first reported a position in JOY in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.09M in Q2 2013. 388 funds tracked by Wall St. Rank hold JOY as of Q3 2014.

  • NuWave Investment Management held 2,346 shares of Joy Global Inc worth $128K as of Q3 2014.
  • NuWave Investment Management bought 1,400 Joy Global Inc shares in Q3 2014, an estimated $85K.
  • Joy Global Inc made up 0.37% of NuWave Investment Management's portfolio in Q3 2014, its #101 holding.
  • NuWave Investment Management first reported a position in Joy Global Inc in Q2 2013 and has held it in 6 quarters since.
  • NuWave Investment Management's Joy Global Inc position peaked at $1.09M in Q2 2013.
  • 388 funds tracked by Wall St. Rank held Joy Global Inc as of Q3 2014.

Based on NuWave Investment Management's 13F filing for Q3 2014, filed 14 Oct 2014.