HighTower Advisors

HighTower Advisors’s St. Joe Company JOE Stock Holding History

HighTower Advisors’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	$427K	Buy	6,792 +3,316	+95%	+$222K	﹤0.01%	2856
2025 Q4	$206K	Buy	+3,476	New	+$195K	﹤0.01%	3350
2024 Q4	–	Sell	-7,336	Closed	-$426K	–	3943
2024 Q3	$426K	Sell	7,336 -1,318	-15%	-$77.3K	﹤0.01%	2528
2024 Q2	$470K	Buy	8,654 +364	+4%	+$20.5K	﹤0.01%	2370
2024 Q1	$482K	Sell	8,290 -918	-10%	-$50.7K	﹤0.01%	2308
2023 Q4	$552K	Sell	9,208 -41	-0.4%	-$2.16K	﹤0.01%	2248
2023 Q3	$501K	Buy	9,249 +4,176	+82%	+$241K	﹤0.01%	2233
2023 Q2	$247K	Buy	+5,073	New	+$221K	﹤0.01%	2698
2022 Q2	–	Sell	-4,568	Closed	-$269K	–	3403
2022 Q1	$269K	Buy	+4,568	New	+$236K	﹤0.01%	2611

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