WIL
JOY

Winifred I. Li’s Joy Global Inc JOY Stock Holding History

Winifred I. Li’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
Q4 		$8K Buy
171
+91
+114% +$4.65K 0.01% 422
2014
Q3 		$4K Buy
80
+15
+23% +$911 ﹤0.01% 379
2014
Q2 		$4K Hold
65
– – ﹤0.01% 371
2014
Q1 		$4K Hold
65
– – ﹤0.01% 369
2013
Q4 		$4K Buy
+65
New +$3.58K ﹤0.01% 364

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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Winifred I. Li's JOY Position: Q4 2014 in Review

Winifred I. Li increased its Joy Global Inc (JOY) stake by 114% in Q4 2014, buying an estimated $4.65K and bringing the position to 171 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #422.

Winifred I. Li first reported a position in JOY in Q4 2013 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold JOY as of Q4 2014.

  • Winifred I. Li held 171 shares of Joy Global Inc worth $8K as of Q4 2014.
  • Winifred I. Li bought 91 Joy Global Inc shares in Q4 2014, an estimated $4.65K.
  • Joy Global Inc made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #422 holding.
  • Winifred I. Li first reported a position in Joy Global Inc in Q4 2013 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.