Goldman Sachs
PBT

Goldman Sachs’s Permian Basin Royalty Trust PBT Stock Holding History

Goldman Sachs’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,830
Closed -$193K – 6199
2022
Q3 		$193K Buy
+11,830
New +$206K ﹤0.01% 5505
2020
Q1 		– Sell
-53,400
Closed -$206K – 5467
2019
Q4 		$206K Buy
+53,400
New +$215K ﹤0.01% 4882
2019
Q3 		– Sell
-10,451
Closed -$64K – 5328
2019
Q2 		$64K Buy
+10,451
New +$67.2K ﹤0.01% 4994

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Goldman Sachs's PBT Position: Q4 2022 in Review

Goldman Sachs sold out of Permian Basin Royalty Trust (PBT) in Q4 2022, closing a stake of 11,830 shares — an estimated $193K sold.

Goldman Sachs first reported a position in PBT in Q2 2019 and held it in 3 quarters. The position peaked at $206K in Q4 2019. 77 funds tracked by Wall St. Rank hold PBT as of Q4 2022.

  • Goldman Sachs reported no remaining Permian Basin Royalty Trust position as of Q4 2022 after selling out during the quarter.
  • Goldman Sachs sold 11,830 Permian Basin Royalty Trust shares in Q4 2022, an estimated $193K.
  • Goldman Sachs first reported a position in Permian Basin Royalty Trust in Q2 2019 and held it in 3 quarters.
  • Goldman Sachs's Permian Basin Royalty Trust position peaked at $206K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q4 2022.

Based on Goldman Sachs's 13F filing for Q4 2022, filed 13 Feb 2023.