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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
NCANuveen California Muni Vlu F
Recent Activity
New Position
0.02%
$93,298
10,230 shares@ $9.13 avg price
ISSCInnovative Solutions & Suppo
Recent Activity
New Position
0.01%
$67,808
10,400 shares@ $6.52 avg price