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Clearstead Trust’s St. Joe Company JOE Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-22
Closed -$1.09K – 1270
2025
Q3 		$1.09K Hold
22
– – ﹤0.01% 1194
2025
Q2 		$1.05K Buy
+22
New +$984 ﹤0.01% 1150

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return

Clearstead Trust's JOE Position: Q4 2025 in Review

Clearstead Trust sold out of St. Joe Company (JOE) in Q4 2025, closing a stake of 22 shares — an estimated $1.09K sold.

Clearstead Trust first reported a position in JOE in Q2 2025 and held it in 2 quarters. The position peaked at $1.09K in Q3 2025. 296 funds tracked by Wall St. Rank hold JOE as of Q4 2025.

  • Clearstead Trust reported no remaining St. Joe Company position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 22 St. Joe Company shares in Q4 2025, an estimated $1.09K.
  • Clearstead Trust first reported a position in St. Joe Company in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's St. Joe Company position peaked at $1.09K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.