UBS Group
JOY

UBS Group’s Joy Global Inc JOY Stock Holding History

UBS Group’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
2017
Q2 		– Sell
-3,300
Closed -$93K – 8392
2017
Q1 		$93K Buy
3,300
+3,100
+1,550% +$87.3K ﹤0.01% 5117
2016
Q4 		$6K Hold
200
– – ﹤0.01% 7199
2016
Q3 		$6K Hold
200
– – ﹤0.01% 7101
2016
Q2 		$4K Hold
200
– – ﹤0.01% 7275
2016
Q1 		$3K Sell
200
-700
-78% -$8.81K ﹤0.01% 7258
2015
Q4 		$11K Hold
900
– – ﹤0.01% 7255
2015
Q3 		$13K Sell
900
-100
-10% -$2.42K ﹤0.01% 7106
2015
Q2 		$36K Sell
1,000
-5,000
-83% -$201K ﹤0.01% 6320
2015
Q1 		$235K Buy
6,000
+700
+13% +$29.7K ﹤0.01% 4753
2014
Q4 		$247K Buy
+5,300
New +$271K ﹤0.01% 4836

Other funds holding JOY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's JOY Position: Q2 2017 in Review

UBS Group sold out of Joy Global Inc (JOY) in Q2 2017, closing a stake of 35,548 shares — an estimated $1M sold.

UBS Group first reported a position in JOY in Q4 2014 and held it in 10 quarters. The position peaked at $11.9M in Q4 2014. 1 fund tracked by Wall St. Rank holds JOY as of Q2 2017.

  • UBS Group reported no remaining Joy Global Inc position as of Q2 2017 after selling out during the quarter.
  • UBS Group sold 35,548 Joy Global Inc shares in Q2 2017, an estimated $1M.
  • UBS Group first reported a position in Joy Global Inc in Q4 2014 and held it in 10 quarters.
  • UBS Group's Joy Global Inc position peaked at $11.9M in Q4 2014.
  • 1 fund tracked by Wall St. Rank held Joy Global Inc as of Q2 2017.

Based on UBS Group's 13F filing for Q2 2017, filed 14 Aug 2017.