CVA Family Office’s St. Joe Company JOE Stock Holding History

CVA Family Office’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 Q1	$3.89K	Buy	+62	New	+$4.15K	﹤0.01%	1320
2025 Q2	–	Sell	-149	Closed	-$7K	–	1372
2025 Q1	$7K	Hold	149	–	–	﹤0.01%	852
2024 Q4	$6.7K	Sell	149 -194	-57%	-$10K	﹤0.01%	846
2024 Q3	$20K	Hold	343	–	–	﹤0.01%	654
2024 Q2	$18.8K	Hold	343	–	–	﹤0.01%	649
2024 Q1	$19.9K	Hold	343	–	–	﹤0.01%	642
2023 Q4	$20.6K	Buy	+343	New	+$18.1K	﹤0.01%	617
2023 Q3	–	Sell	-343	Closed	-$16.6K	–	612
2023 Q2	$16.6K	Buy	343 +149	+77%	+$6.49K	﹤0.01%	646
2023 Q1	$8.07K	Hold	194	–	–	﹤0.01%	713
2022 Q4	$7.5K	Hold	194	–	–	﹤0.01%	691
2022 Q3	$6K	Hold	194	–	–	﹤0.01%	697
2022 Q2	$8K	Hold	194	–	–	﹤0.01%	676
2022 Q1	$11K	Hold	194	–	–	﹤0.01%	663
2021 Q4	$10K	Buy	+194	New	+$9.4K	﹤0.01%	648
2021 Q3	–	Sell	-194	Closed	-$9K	–	615
2021 Q2	$9K	Buy	+194	New	+$8.75K	﹤0.01%	675

Other funds holding JOE

Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return