Schwartz Value Focused Fund JOE Holdings History
Schwartz Value Focused Fund's The St. Joe Co Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 72,600.00 shares of The St. Joe Co(JOE), totaling $3.41 Mil. This investment constitutes 4.61% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.12% of the outstanding The St. Joe Co(JOE) stock.
The initial trade took place in 2022Q3. And since then Schwartz Value Focused Fund has made 4 purchases of JOE, at an average price of $40.94, for a total of 72,600.00 shares. Based on historical transaction data and JOE's current price of $49.46, Schwartz Value Focused Fund's estimated gain on his JOE holdings is $618,416.00, reflecting a 20.81% gain to date.
Schwartz Value Focused Fund JOE ($49.46) Holding Chart
Schwartz Value Focused 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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