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

Cutler 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
Q1 		– Sell
-100
Closed – – 3451
2023
Q4 		$0 Sell
100
-875
-90% -$5.85K ﹤0.01% 4273
2023
Q3 		$6K Sell
975
-9,300
-91% -$67K ﹤0.01% 2782
2023
Q2 		$76K Buy
10,275
+6,768
+193% +$57.4K 0.01% 1066
2023
Q1 		$36K Buy
+3,507
New +$36.4K ﹤0.01% 1556
2022
Q3 		– Sell
-2,882
Closed -$33.9K – 5457
2022
Q2 		$25K Buy
2,882
+884
+44% +$9.6K ﹤0.01% 2499
2022
Q1 		$17K Buy
+1,998
New +$14K ﹤0.01% 3209
2018
Q2 		– Sell
-11,850
Closed -$93K – 4810
2018
Q1 		$93K Buy
11,850
+10,700
+930% +$95.4K 0.01% 1238
2017
Q4 		$9K Buy
1,150
+251
+28% +$1.98K ﹤0.01% 3237
2017
Q3 		$7K Sell
899
-500
-36% -$3.5K ﹤0.01% 4126
2017
Q2 		$9K Sell
1,399
-3,993
-74% -$28.9K ﹤0.01% 4286
2017
Q1 		$39K Buy
5,392
+2,011
+59% +$14K ﹤0.01% 2653
2016
Q4 		$22K Buy
3,381
+1,670
+98% +$10.5K ﹤0.01% 3391
2016
Q3 		$10K Buy
1,711
+399
+30% +$2.5K ﹤0.01% 4231
2016
Q2 		$9K Sell
1,312
-4,900
-79% -$31.7K ﹤0.01% 4298
2016
Q1 		$31K Sell
6,212
-4,016
-39% -$19.5K ﹤0.01% 2811
2015
Q4 		$42K Buy
+10,228
New +$67.8K ﹤0.01% 2646

Other funds holding SJT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
Mountaineer Partners Management
Mountaineer Partners Management New York $159M AUM 37.01% 1-Year Est. Return
Beck Bode LLC
Beck Bode LLC Dedham, Massachusetts $640M AUM 25.07% 1-Year Est. Return
McDaniel Terry & Co
McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $155M AUM 33.51% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cutler Group's SJT Position: Q1 2024 in Review

Cutler Group sold out of San Juan Basin Royalty Trust (SJT) in Q1 2024, closing a stake of 100 shares.

Cutler Group first reported a position in SJT in Q4 2015 and held it in 16 quarters. The position peaked at $93K in Q1 2018. 82 funds tracked by Wall St. Rank hold SJT as of Q1 2024.

  • Cutler Group reported no remaining San Juan Basin Royalty Trust position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 100 San Juan Basin Royalty Trust shares in Q1 2024.
  • Cutler Group first reported a position in San Juan Basin Royalty Trust in Q4 2015 and held it in 16 quarters.
  • Cutler Group's San Juan Basin Royalty Trust position peaked at $93K in Q1 2018.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.