Byrne Asset Management’s St. Joe Company JOE Stock Holding History

Byrne Asset Management’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
2026 Q2	$847K	Buy	13,527 +3,270	+32%	+$215K	0.46%	60
2026 Q1	$644K	Sell	10,257 -19	-0.2%	-$1.27K	0.38%	69
2025 Q4	$610K	Buy	10,276 +5,085	+98%	+$285K	0.34%	76
2025 Q3	$257K	Sell	5,191 -50	-1%	-$2.52K	0.16%	101
2025 Q2	$250K	Buy	5,241 +119	+2%	+$5.32K	0.17%	99
2025 Q1	$240K	Buy	5,122 +1,377	+37%	+$64.4K	0.18%	99
2024 Q4	$168K	Sell	3,745 -515	-12%	-$26.6K	0.12%	119
2024 Q3	$248K	Sell	4,260 -70	-2%	-$4.1K	0.17%	102
2024 Q2	$233K	Buy	+4,330	New	+$244K	0.17%	104
2024 Q1	–	Hold	0	–	–	–	100
2023 Q4	–	Sell	-4,060	Closed	-$214K	–	96
2023 Q3	$221K	Buy	4,060 +940	+30%	+$54.3K	0.18%	99
2023 Q2	$151K	Buy	3,120 +380	+14%	+$16.6K	0.1%	161
2023 Q1	$114K	Sell	2,740 -519	-16%	-$22.2K	0.08%	168
2022 Q4	$126K	Sell	3,259 -255	-7%	-$9.13K	0.09%	160
2022 Q3	$113K	Buy	3,514 +649	+23%	+$25.2K	0.09%	150
2022 Q2	$127K	Buy	2,865 +90	+3%	+$4.49K	0.09%	128
2022 Q1	$164K	Buy	2,775 +1,112	+67%	+$57.5K	0.1%	122
2021 Q4	$87K	Buy	+1,663	New	+$80.6K	0.06%	182

Other funds holding JOE

Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return