Ave Maria Value Fund JOE Holdings History
Ave Maria Value Fund's The St. Joe Co Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 257,800.00 shares of The St. Joe Co(JOE), totaling $12.10 Mil. This investment constitutes 2.6% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.44% of the outstanding The St. Joe Co(JOE) stock.
The initial trade took place in 2022Q2. And since then Ave Maria Value Fund has made 5 purchases of JOE, at an average price of $46.01, for a total of 287,800.00 shares. In addition, there have been 1 sales at an average price of $35.80 for 30,000.00 shares. Based on historical transaction data and JOE's current price of $49.46, Ave Maria Value Fund's estimated gain on his JOE holdings is $583,992.00, reflecting a 4.41% gain to date.
Ave Maria Value Fund JOE ($49.46) Holding Chart
Ave Maria Value Fund JOE ($49.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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