HighTower Advisors
JOF

HighTower Advisors’s Japan Smaller Capitalization Fund JOF Stock Holding History

HighTower Advisors’s Portfolio JOF Stock Details JOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,170
Closed -$127K – 3874
2025
Q1 		$127K Sell
15,170
-2,295
-13% -$18.3K ﹤0.01% 3311
2024
Q4 		$134K Sell
17,465
-5,006
-22% -$38.9K ﹤0.01% 3307
2024
Q3 		$181K Buy
22,471
+1,609
+8% +$12.6K ﹤0.01% 3169
2024
Q2 		$155K Buy
20,862
+4,001
+24% +$30.8K ﹤0.01% 3098
2024
Q1 		$126K Sell
16,861
-2,098
-11% -$16.2K ﹤0.01% 3101
2023
Q4 		$137K Sell
18,959
-8,475
-31% -$60.4K ﹤0.01% 3122
2023
Q3 		$188K Buy
27,434
+17,371
+173% +$127K ﹤0.01% 2937
2023
Q2 		$72K Sell
10,063
-26,485
-72% -$189K ﹤0.01% 3128
2023
Q1 		$247K Buy
36,548
+26,248
+255% +$178K ﹤0.01% 2595
2022
Q4 		$67K Buy
+10,300
New +$63K ﹤0.01% 2987

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COLIM
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1CP
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SCM
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KIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return