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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
TMUST-mobile Us Inc
Recent Activity
Decreased -1.69%
0.87%
$7.528M
36,478 shares@ $206.36 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.28%
0.87%
$7.523M
38,093 shares@ $197.49 avg price
MHOM I Homes Inc
Recent Activity
Increased 0.07%
0.87%
$7.507M
43,808 shares@ $171.37 avg price
CVXChevron Corp New
Recent Activity
Decreased -10.23%
0.84%
$7.212M
48,969 shares@ $147.28 avg price
IEIIshares Tr
Recent Activity
Increased 1.2%
0.83%
$7.15M
59,778 shares@ $119.61 avg price
ABTAbbott Labs
Recent Activity
Decreased -3.07%
0.78%
$6.75M
59,209 shares@ $114.01 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.55%
0.77%
$6.642M
40,985 shares@ $162.06 avg price
DECKDeckers Outdoor Corp
Recent Activity
Increased 479.67%
0.76%
$6.517M
40,872 shares@ $159.45 avg price
ASMLAsml Holding N V
Recent Activity
Decreased -2.46%
0.76%
$6.507M
7,809 shares@ $833.25 avg price
AZNAstrazeneca Plc
Recent Activity
Decreased -0.63%
0.75%
$6.473M
83,088 shares@ $77.91 avg price