Bessemer Group’s San Juan Basin Royalty Trust SJT Stock Holding History

Bessemer Group’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,600	Closed	-$7K	–	2697
2024 Q2	$7K	Hold	1,600	–	–	﹤0.01%	1626
2024 Q1	$8K	Hold	1,600	–	–	﹤0.01%	1610
2023 Q4	$8K	Hold	1,600	–	–	﹤0.01%	1653
2023 Q3	$11K	Hold	1,600	–	–	﹤0.01%	1568
2023 Q2	$12K	Hold	1,600	–	–	﹤0.01%	1618
2023 Q1	$17K	Hold	1,600	–	–	﹤0.01%	1405
2022 Q4	$18K	Hold	1,600	–	–	﹤0.01%	1332
2022 Q3	$15K	Hold	1,600	–	–	﹤0.01%	1450
2022 Q2	$14K	Hold	1,600	–	–	﹤0.01%	1315
2022 Q1	$14K	Hold	1,600	–	–	﹤0.01%	1327
2021 Q4	$10K	Hold	1,600	–	–	﹤0.01%	1428
2021 Q3	$8K	Hold	1,600	–	–	﹤0.01%	1434
2021 Q2	$8K	Hold	1,600	–	–	﹤0.01%	1379
2021 Q1	$6K	Hold	1,600	–	–	﹤0.01%	1378
2020 Q4	$4K	Hold	1,600	–	–	﹤0.01%	1406
2020 Q3	$4K	Hold	1,600	–	–	﹤0.01%	1222
2020 Q2	$4K	Sell	1,600 -1,000	-38%	-$2.51K	﹤0.01%	1597
2020 Q1	$5K	Hold	2,600	–	–	﹤0.01%	1503
2019 Q4	$7K	Hold	2,600	–	–	﹤0.01%	1471
2019 Q3	$8K	Buy	2,600 +1,600	+160%	+$4.61K	﹤0.01%	1505
2019 Q2	$4K	Hold	1,000	–	–	﹤0.01%	1549
2019 Q1	$5K	Hold	1,000	–	–	﹤0.01%	1602
2018 Q4	$5K	Hold	1,000	–	–	﹤0.01%	1785
2018 Q3	$5K	Hold	1,000	–	–	﹤0.01%	1694
2018 Q2	$6K	Sell	1,000 -2,675	-73%	-$18K	﹤0.01%	1547
2018 Q1	$29K	Sell	3,675 -1,000	-21%	-$8.91K	﹤0.01%	1337
2017 Q4	$39K	Sell	4,675 -2,127	-31%	-$16.8K	﹤0.01%	1297
2017 Q3	$53K	Hold	6,802	–	–	﹤0.01%	1294
2017 Q2	$46K	Hold	6,802	–	–	﹤0.01%	1313
2017 Q1	$49K	Hold	6,802	–	–	﹤0.01%	1305
2016 Q4	$45K	Buy	6,802 +3,675	+118%	+$23.2K	﹤0.01%	1373
2016 Q3	$18K	Buy	+3,127	New	+$19.6K	﹤0.01%	1396

Other funds holding SJT

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

MPM

Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bessemer Group's SJT Position: Q3 2024 in Review

Bessemer Group sold out of San Juan Basin Royalty Trust (SJT) in Q3 2024, closing a stake of 1,600 shares — an estimated $7K sold.

Bessemer Group first reported a position in SJT in Q3 2016 and held it in 32 quarters. The position peaked at $53K in Q3 2017. 77 funds tracked by Wall St. Rank hold SJT as of Q3 2024.

Bessemer Group reported no remaining San Juan Basin Royalty Trust position as of Q3 2024 after selling out during the quarter.
Bessemer Group sold 1,600 San Juan Basin Royalty Trust shares in Q3 2024, an estimated $7K.
Bessemer Group first reported a position in San Juan Basin Royalty Trust in Q3 2016 and held it in 32 quarters.
Bessemer Group's San Juan Basin Royalty Trust position peaked at $53K in Q3 2017.
77 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2024.

Based on Bessemer Group's 13F filing for Q3 2024, filed 12 Nov 2024.