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

Synergy 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
2025
Q1 		– Sell
-107
Closed -$4.81K – 633
2024
Q4 		$4.81K Buy
+107
New +$5.54K ﹤0.01% 470

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Synergy Investment Management's JOE Position: Q1 2025 in Review

Synergy Investment Management sold out of St. Joe Company (JOE) in Q1 2025, closing a stake of 107 shares — an estimated $4.81K sold.

Synergy Investment Management first reported a position in JOE in Q4 2024 and held it in 1 quarter. The position peaked at $4.81K in Q4 2024. 278 funds tracked by Wall St. Rank hold JOE as of Q1 2025.

  • Synergy Investment Management reported no remaining St. Joe Company position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 107 St. Joe Company shares in Q1 2025, an estimated $4.81K.
  • Synergy Investment Management first reported a position in St. Joe Company in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's St. Joe Company position peaked at $4.81K in Q4 2024.
  • 278 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.