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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
PSMTPricesmart Inc
Recent Activity
New Position
0.04%
$264,143
2,878 shares@ $91.79 avg price
ALKSAlkermes Plc
Recent Activity
New Position
0.03%
$254,933
9,108 shares@ $28.0 avg price
ANIPAni Pharmaceuticals Inc
Recent Activity
New Position
0.03%
$243,115
4,075 shares@ $59.67 avg price
CWENClearway Energy Inc
Recent Activity
New Position
0.03%
$229,885
7,493 shares@ $30.68 avg price
PHOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.03%
$225,093
3,191 shares@ $70.54 avg price
FMBFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.03%
$224,207
4,315 shares@ $51.96 avg price
REZIshares Tr
Recent Activity
New Position
0.03%
$212,191
2,389 shares@ $88.83 avg price
VLTOVeralto Corp
Recent Activity
New Position
0.03%
$211,080
1,887 shares@ $111.87 avg price
HZOMarinemax Inc
Recent Activity
New Position
0.03%
$202,803
5,750 shares@ $35.28 avg price
LMATLemaitre Vascular Inc
Recent Activity
New Position
0.03%
$201,107
2,165 shares@ $92.9 avg price