CG
SJT

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
2023
Q3 		– Sell
-1,400
Closed -$3K – 4275
2023
Q2 		$3K Sell
1,400
-100
-7% -$848 ﹤0.01% 2902
2023
Q1 		$3K Sell
1,500
-3,800
-72% -$39.5K ﹤0.01% 3019
2022
Q4 		$6K Sell
5,300
-12,700
-71% -$139K ﹤0.01% 3081
2022
Q3 		$20K Buy
18,000
+4,200
+30% +$49.4K ﹤0.01% 2629
2022
Q2 		$34K Buy
+13,800
New +$150K ﹤0.01% 2242
2018
Q2 		– Sell
-12,000
Closed -$55K – 4811
2018
Q1 		$55K Sell
12,000
-5,800
-33% -$51.7K ﹤0.01% 1598
2017
Q4 		$51K Buy
+17,800
New +$140K ﹤0.01% 1847
2017
Q3 		– Sell
-7,900
Closed -$4K – 6631
2017
Q2 		$4K Hold
7,900
– – ﹤0.01% 5076
2017
Q1 		$4K Buy
7,900
+6,700
+558% +$46.8K ﹤0.01% 4948
2016
Q4 		$2K Sell
1,200
-18,400
-94% -$116K ﹤0.01% 5697
2016
Q3 		$2K Buy
19,600
+300
+2% +$1.88K ﹤0.01% 5797
2016
Q2 		$1K Sell
19,300
-7,300
-27% -$47.2K ﹤0.01% 6239
2016
Q1 		$43K Buy
26,600
+8,300
+45% +$40.2K ﹤0.01% 2488
2015
Q4 		$54K Buy
+18,300
New +$121K ﹤0.01% 2370

Other funds holding SJT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RJFSA
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.