Bank Julius Baer & Co
JOE icon

Bank Julius Baer & Co’s St. Joe Company JOE Stock Holding History

Bank Julius Baer & Co’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-695
Closed -$31K – 839
2021
Q2 		$31K Sell
695
-5
-0.7% -$225 ﹤0.01% 723
2021
Q1 		$30K Sell
700
-7
-1% -$335 ﹤0.01% 717
2020
Q4 		$30K Buy
+707
New +$22.5K ﹤0.01% 726

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank Julius Baer & Co's JOE Position: Q3 2021 in Review

Bank Julius Baer & Co sold out of St. Joe Company (JOE) in Q3 2021, closing a stake of 695 shares — an estimated $31K sold.

Bank Julius Baer & Co first reported a position in JOE in Q4 2020 and held it in 3 quarters. The position peaked at $31K in Q2 2021. 171 funds tracked by Wall St. Rank hold JOE as of Q3 2021.

  • Bank Julius Baer & Co reported no remaining St. Joe Company position as of Q3 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 695 St. Joe Company shares in Q3 2021, an estimated $31K.
  • Bank Julius Baer & Co first reported a position in St. Joe Company in Q4 2020 and held it in 3 quarters.
  • Bank Julius Baer & Co's St. Joe Company position peaked at $31K in Q2 2021.
  • 171 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2021.

Based on Bank Julius Baer & Co's 13F filing for Q3 2021, filed 12 Nov 2021.