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Lesley Ott

@James Investment Research, Inc.

Latest period2024 - Q3ReportedManaged Assets$866.606MTotal holdings332
Assets growth rate3.22%Assets growth rate (2-Q avg)1.5%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in James Investment Research, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 332 positions.

Assets under management

The assets under management (AUM) of James Investment Research, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 866.606M in assets, with a quarterly growth rate of 3.22% and a 2-quarter average growth rate of 1.5%. The portfolio is managed by Lesley Ott, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WIREEncore Wire Corp
Recent Activity
Exited
0%
$3.928M
13,554 shares@ $289.84 avg price
OXMOxford Inds Inc
Recent Activity
Exited
0%
$1.024M
10,221 shares@ $100.15 avg price
LWLamb Weston Hldgs Inc
Recent Activity
Exited
0%
$701,564
8,344 shares@ $84.09 avg price
IVOVVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$568,242
6,489 shares@ $87.58 avg price
EMBIshares Tr
Recent Activity
Exited
0%
$404,884
4,576 shares@ $88.48 avg price
SBOWSilverbow Res Inc
Recent Activity
Exited
0%
$378,981
10,018 shares@ $37.84 avg price
SYLDCambria Etf Tr
Recent Activity
Exited
0%
$301,456
4,415 shares@ $68.28 avg price
BYDBoyd Gaming Corp
Recent Activity
Exited
0%
$288,338
5,233 shares@ $55.1 avg price
ENVXEnovix Corporation
Recent Activity
Exited
0%
$272,204
17,607 shares@ $15.46 avg price
VTLEVital Energy Inc
Recent Activity
Exited
0%
$264,976
5,912 shares@ $44.83 avg price