BA
SJT

Bivin & Associates’s San Juan Basin Royalty Trust SJT Stock Holding History

Bivin & Associates’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
2022
Q2 		$8K Buy
950
+250
+36% +$2.72K 0.01% 182
2022
Q1 		$6K Hold
700
– – 0.01% 203
2021
Q4 		$4K Buy
+700
New +$4.39K ﹤0.01% 225

Other funds holding SJT

KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 28.88% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bivin & Associates's SJT Position: Q2 2022 in Review

Bivin & Associates increased its San Juan Basin Royalty Trust (SJT) stake by 36% in Q2 2022, buying an estimated $2.72K and bringing the position to 950 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #182.

Bivin & Associates first reported a position in SJT in Q4 2021 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold SJT as of Q2 2022.

  • Bivin & Associates held 950 shares of San Juan Basin Royalty Trust worth $8K as of Q2 2022.
  • Bivin & Associates bought 250 San Juan Basin Royalty Trust shares in Q2 2022, an estimated $2.72K.
  • San Juan Basin Royalty Trust made up 0.01% of Bivin & Associates's portfolio in Q2 2022, its #182 holding.
  • Bivin & Associates first reported a position in San Juan Basin Royalty Trust in Q4 2021 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.