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Bluefin Capital Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Bluefin Capital Management’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
Q3 		– Sell
-15,100
Closed -$142K – 681
2022
Q2 		$142K Buy
+15,100
New +$164K 0.02% 331

Other funds holding SJT

KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $660M AUM 36.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Jefferies Group
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bluefin Capital Management's SJT Position: Q3 2022 in Review

Bluefin Capital Management sold out of San Juan Basin Royalty Trust (SJT) in Q3 2022, closing a stake of 15,100 shares — an estimated $142K sold.

Bluefin Capital Management first reported a position in SJT in Q2 2022 and held it in 1 quarter. The position peaked at $142K in Q2 2022. 83 funds tracked by Wall St. Rank hold SJT as of Q3 2022.

  • Bluefin Capital Management reported no remaining San Juan Basin Royalty Trust position as of Q3 2022 after selling out during the quarter.
  • Bluefin Capital Management sold 15,100 San Juan Basin Royalty Trust shares in Q3 2022, an estimated $142K.
  • Bluefin Capital Management first reported a position in San Juan Basin Royalty Trust in Q2 2022 and held it in 1 quarter.
  • Bluefin Capital Management's San Juan Basin Royalty Trust position peaked at $142K in Q2 2022.
  • 83 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2022.

Based on Bluefin Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.