WCM
JOY

Winton Capital Management’s Joy Global Inc JOY Stock Holding History

Winton Capital 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
Q1 		$23.2M Buy
400,621
+333,577
+498% +$18.5M 0.16% 241
2013
Q4 		$3.92M Buy
67,044
+26,392
+65% +$1.45M 0.04% 391
2013
Q3 		$2.08M Sell
40,652
-51,344
-56% -$2.62M 0.03% 420
2013
Q2 		$4.46M Buy
+91,996
New +$5.06M 0.05% 327

Other funds holding JOY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Winton Capital Management's JOY Position: Q1 2014 in Review

Winton Capital Management increased its Joy Global Inc (JOY) stake by 498% in Q1 2014, buying an estimated $18.5M and bringing the position to 400,621 shares worth $23.2M. The position accounts for 0.16% of the portfolio, ranked #241.

Winton Capital Management first reported a position in JOY in Q2 2013 and has held it in 4 quarters since. 401 funds tracked by Wall St. Rank hold JOY as of Q1 2014.

  • Winton Capital Management held 400,621 shares of Joy Global Inc worth $23.2M as of Q1 2014.
  • Winton Capital Management bought 333,577 Joy Global Inc shares in Q1 2014, an estimated $18.5M.
  • Joy Global Inc made up 0.16% of Winton Capital Management's portfolio in Q1 2014, its #241 holding.
  • Winton Capital Management first reported a position in Joy Global Inc in Q2 2013 and has held it in 4 quarters since.
  • 401 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.