CJ
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Caitlin John’s Dorchester Minerals DMLP Stock Holding History

Caitlin John’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-327
Closed -$10.1K – 886
2024
Q2 		$10.1K Buy
327
+227
+227% +$7.39K 0.01% 458
2024
Q1 		$3.37K Buy
+100
New +$3.16K ﹤0.01% 620

Other funds holding DMLP

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Caitlin John's DMLP Position: Q3 2024 in Review

Caitlin John sold out of Dorchester Minerals (DMLP) in Q3 2024, closing a stake of 327 shares — an estimated $10.1K sold.

Caitlin John first reported a position in DMLP in Q1 2024 and held it in 2 quarters. The position peaked at $10.1K in Q2 2024. 127 funds tracked by Wall St. Rank hold DMLP as of Q3 2024.

  • Caitlin John reported no remaining Dorchester Minerals position as of Q3 2024 after selling out during the quarter.
  • Caitlin John sold 327 Dorchester Minerals shares in Q3 2024, an estimated $10.1K.
  • Caitlin John first reported a position in Dorchester Minerals in Q1 2024 and held it in 2 quarters.
  • Caitlin John's Dorchester Minerals position peaked at $10.1K in Q2 2024.
  • 127 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.