UMB Bank’s Joy Global Inc JOY Stock Holding History

UMB Bank’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
2013 Q4	–	Sell	-6,333	Closed	-$324	–	310
2013 Q3	$324	Sell	6,333 -7,902	-56%	-$403K	0.02%	239
2013 Q2	$690	Buy	+14,235	New	+$784K	0.04%	186

Other funds holding JOY

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

UMB Bank's JOY Position: Q4 2013 in Review

UMB Bank sold out of Joy Global Inc (JOY) in Q4 2013, closing a stake of 6,333 shares — an estimated $324 sold.

UMB Bank first reported a position in JOY in Q2 2013 and held it in 2 quarters. The position peaked at $690 in Q2 2013. 409 funds tracked by Wall St. Rank hold JOY as of Q4 2013.

UMB Bank reported no remaining Joy Global Inc position as of Q4 2013 after selling out during the quarter.
UMB Bank sold 6,333 Joy Global Inc shares in Q4 2013, an estimated $324.
UMB Bank first reported a position in Joy Global Inc in Q2 2013 and held it in 2 quarters.
UMB Bank's Joy Global Inc position peaked at $690 in Q2 2013.
409 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2013.

Based on UMB Bank's 13F filing for Q4 2013, filed 5 Feb 2014.