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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
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 $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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 $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
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

Sterling Investment Management's JOE Position: Q1 2026 in Review

Sterling Investment Management reduced its St. Joe Company (JOE) stake by 2.3% in Q1 2026, selling an estimated $32.2K and leaving 20,338 shares worth $1.28M. The position accounts for 0.77% of the portfolio, ranked #31.

Sterling Investment Management first reported a position in JOE in Q1 2025 and has held it in 5 quarters since. 318 funds tracked by Wall St. Rank hold JOE as of Q1 2026.

  • Sterling Investment Management held 20,338 shares of St. Joe Company worth $1.28M as of Q1 2026.
  • Sterling Investment Management sold 481 St. Joe Company shares in Q1 2026, an estimated $32.2K.
  • St. Joe Company made up 0.77% of Sterling Investment Management's portfolio in Q1 2026, its #31 holding.
  • Sterling Investment Management first reported a position in St. Joe Company in Q1 2025 and has held it in 5 quarters since.
  • 318 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2026.

Based on Sterling Investment Management's 13F filing for Q1 2026, filed 4 May 2026.