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St. Johns Investment Management

St. Johns Investment Management is an investment advisor in Jacksonville with $273.3M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
463789151
SEC advisor number
801-78956
FINRA CRD number
169538
AUM ?
$273.3M (as of 12 Mar 21)
Accounts
511 (as of 12 Mar 21)
Employees
5 (4 investment advisory or research)
Address
St. Johns Investment Management
7915 BAYMEADOWS WAY, SUITE 230
JACKSONVILLE
FL 32256
Phone
904-379-7903

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 185 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$24.83M 238.66K 241K -1.0
$9.68M 68.44K 68.74K -0.4
$9.52M 124.19K 125.07K -0.7
$9.09M 90.79K 89.05K +2.0
$8.8M 20.52K 20.88K -1.7
$4.88M 32.65K 34.99K -6.7
$4.43M 20.24K 21.09K -4.0
$4.4M 1.65K 1.69K -2.7
$3.8M 1.16K 1.15K +0.6
$3.75M 8.71K 9K -3.2
$3.75M 88.33K 87.14K +1.4
$3.65M 46.7K 47.71K -2.1
SPDR S&P Midcap 400 Etf TR
$3.21M 6.68K 6.77K -1.3
$2.89M 29.56K 30.41K -2.8
$2.84M 10.08K 10.25K -1.6
$2.84M 22.28K 22.16K +0.5
$2.23M 13.19K 13.82K -4.6
$2.14M 6.69K 7.03K -4.7
$2.14M 57.01K 55.49K +2.7
$2.13M 7.86K 7.98K -1.5
$2.11M 41.83K 44.79K -6.6
$2.07M 39.37K 40.75K -3.4
$1.98M 33.84K 33.51K +1.0
$1.97M 13.54K 14.16K -4.4
$1.93M 8.02K 8.08K -0.7
$1.92M 16.21K 16.55K -2.1
$1.9M 10.58K 10.67K -0.8
$1.88M 11.61K 11.62K -0.0
$1.87M 11.42K 11.44K -0.2
$1.83M 5.38K 5.62K -4.3
$1.74M 13.46K 14.19K -5.1
$1.71M 21.61K 21.71K -0.5
$1.7M 21.77K 22.4K -2.8
$1.69M 7.38K 7.53K -2.1
$1.68M 5.11K 5.25K -2.7
$1.67M 9.95K 9.86K +0.9
$1.57M 11.28K 11.21K +0.6
$1.5M 9.95K 9.93K +0.2
$1.49M 27.44K 26.48K +3.7
$1.46M 7.2K 7.27K -0.9
$1.46M 5.53K 5.64K -2.0
$1.46M 27.31K 28.3K -3.5
$1.37M 31.73K 30.88K +2.8
$1.3M 6.13K 6.34K -3.4
$1.29M 14.81K 14.77K +0.3
$1.28M 5.85K 4.86K +20.4
$1.21M 8.66K 9.07K -4.5
$1.19M 6.8K 6.75K +0.8
$1.17M 13.79K 14.94K -7.7
$1.16M 15.47K 14.97K +3.3
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings