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 New York $9.23B AUM 27.52% 1-Year Est. Return

Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return

Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $678M AUM 16.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return