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Sterling Investment Management’s St. Joe Company JOE Stock Holding History

Sterling Investment 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 		– Sell
-20,338
Closed -$1.28M – 69
2026
Q1 		$1.28M Sell
20,338
-481
-2% -$32.2K 0.77% 31
2025
Q4 		$1.24M Sell
20,819
-245
-1% -$13.7K 0.7% 38
2025
Q3 		$1.04M Sell
21,064
-86
-0.4% -$4.33K 0.63% 42
2025
Q2 		$1.01M Sell
21,150
-99
-0.5% -$4.43K 0.67% 40
2025
Q1 		$998K Buy
+21,249
New +$994K 0.71% 38

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sterling Investment Management's JOE Position: Q2 2026 in Review

Sterling Investment Management sold out of St. Joe Company (JOE) in Q2 2026, closing a stake of 20,338 shares — an estimated $1.28M sold.

Sterling Investment Management first reported a position in JOE in Q1 2025 and held it in 5 quarters. The position peaked at $1.28M in Q1 2026. 321 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Sterling Investment Management reported no remaining St. Joe Company position as of Q2 2026 after selling out during the quarter.
  • Sterling Investment Management sold 20,338 St. Joe Company shares in Q2 2026, an estimated $1.28M.
  • Sterling Investment Management first reported a position in St. Joe Company in Q1 2025 and held it in 5 quarters.
  • Sterling Investment Management's St. Joe Company position peaked at $1.28M in Q1 2026.
  • 321 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.