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Blue Trust Inc’s Scully Royalty SRL Stock Holding History

Blue Trust Inc’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50,757
Closed -$361K – 2928
2024
Q3 		$361K Sell
50,757
-21,880
-30% -$167K ﹤0.01% 596
2024
Q2 		$447K Hold
72,637
– – 0.01% 417
2024
Q1 		$447K Hold
72,637
– – 0.01% 290
2023
Q4 		$411K Hold
72,637
– – 0.01% 279
2023
Q3 		$529K Sell
72,637
-2,000
-3% -$12.9K 0.01% 239
2023
Q2 		$500K Hold
74,637
– – 0.01% 230
2023
Q1 		$575K Hold
74,637
– – 0.01% 267
2022
Q4 		$552K Sell
74,637
-9,500
-11% -$73.8K 0.01% 240
2022
Q3 		$675K Sell
84,137
-53,512
-39% -$439K 0.01% 178
2022
Q2 		$1.35M Buy
+137,649
New +$1.24M 0.02% 122

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Blue Trust Inc's SRL Position: Q4 2024 in Review

Blue Trust Inc sold out of Scully Royalty (SRL) in Q4 2024, closing a stake of 50,757 shares — an estimated $361K sold.

Blue Trust Inc first reported a position in SRL in Q2 2022 and held it in 10 quarters. The position peaked at $1.35M in Q2 2022. 13 funds tracked by Wall St. Rank hold SRL as of Q4 2024.

  • Blue Trust Inc reported no remaining Scully Royalty position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 50,757 Scully Royalty shares in Q4 2024, an estimated $361K.
  • Blue Trust Inc first reported a position in Scully Royalty in Q2 2022 and held it in 10 quarters.
  • Blue Trust Inc's Scully Royalty position peaked at $1.35M in Q2 2022.
  • 13 funds tracked by Wall St. Rank held Scully Royalty as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.