SFM
JOY

Systematic Financial Management’s Joy Global Inc JOY Stock Holding History

Systematic Financial 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
Q3 		– Sell
-258,669
Closed -$5.47M – 654
2016
Q2 		$5.47M Sell
258,669
-9,037
-3% -$171K 0.07% 237
2016
Q1 		$4.3M Buy
+267,706
New +$3.37M 0.05% 275

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 18.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Systematic Financial Management's JOY Position: Q3 2016 in Review

Systematic Financial Management sold out of Joy Global Inc (JOY) in Q3 2016, closing a stake of 258,669 shares — an estimated $5.47M sold.

Systematic Financial Management first reported a position in JOY in Q1 2016 and held it in 2 quarters. The position peaked at $5.47M in Q2 2016. 239 funds tracked by Wall St. Rank hold JOY as of Q3 2016.

  • Systematic Financial Management reported no remaining Joy Global Inc position as of Q3 2016 after selling out during the quarter.
  • Systematic Financial Management sold 258,669 Joy Global Inc shares in Q3 2016, an estimated $5.47M.
  • Systematic Financial Management first reported a position in Joy Global Inc in Q1 2016 and held it in 2 quarters.
  • Systematic Financial Management's Joy Global Inc position peaked at $5.47M in Q2 2016.
  • 239 funds tracked by Wall St. Rank held Joy Global Inc as of Q3 2016.

Based on Systematic Financial Management's 13F filing for Q3 2016, filed 14 Nov 2016.