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Essex Financial Services’s San Juan Basin Royalty Trust SJT Stock Holding History

Essex Financial Services’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
Q2 		– Sell
-12,842
Closed -$67.9K – 628
2024
Q1 		$67.9K Buy
12,842
+132
+1% +$687 0.01% 538
2023
Q4 		$64.6K Buy
12,710
+529
+4% +$3.54K 0.01% 506
2023
Q3 		$84.4K Buy
12,181
+74
+0.6% +$533 0.01% 464
2023
Q2 		$90K Sell
12,107
-36,190
-75% -$307K 0.01% 464
2023
Q1 		$508K Sell
48,297
-31,858
-40% -$331K 0.05% 279
2022
Q4 		$915K Buy
+80,155
New +$880K 0.1% 191
2021
Q3 		– Sell
-124,300
Closed -$639K – 480
2021
Q2 		$639K Buy
+124,300
New +$624K 0.09% 204

Other funds holding SJT

Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Essex Financial Services's SJT Position: Q2 2024 in Review

Essex Financial Services sold out of San Juan Basin Royalty Trust (SJT) in Q2 2024, closing a stake of 12,842 shares — an estimated $67.9K sold.

Essex Financial Services first reported a position in SJT in Q2 2021 and held it in 7 quarters. The position peaked at $915K in Q4 2022. 76 funds tracked by Wall St. Rank hold SJT as of Q2 2024.

  • Essex Financial Services reported no remaining San Juan Basin Royalty Trust position as of Q2 2024 after selling out during the quarter.
  • Essex Financial Services sold 12,842 San Juan Basin Royalty Trust shares in Q2 2024, an estimated $67.9K.
  • Essex Financial Services first reported a position in San Juan Basin Royalty Trust in Q2 2021 and held it in 7 quarters.
  • Essex Financial Services's San Juan Basin Royalty Trust position peaked at $915K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2024.

Based on Essex Financial Services's 13F filing for Q2 2024, filed 31 Jul 2024.