GI
SJT

Gradient Investments’s San Juan Basin Royalty Trust SJT Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1
Closed -$3 – 1104
2024
Q2 		$3 Hold
1
– – ﹤0.01% 1373
2024
Q1 		$4 Buy
+1
New +$5 ﹤0.01% 1220
2023
Q4 		– Sell
-215
Closed -$1.49K – 1906
2023
Q3 		$1.49K Buy
+215
New +$1.55K ﹤0.01% 1258
2020
Q2 		– Sell
-100
Closed – – 1182
2020
Q1 		$0 Buy
+100
New +$237 ﹤0.01% 1224
2017
Q3 		– Sell
-2,374
Closed -$16K – 633
2017
Q2 		$16K Hold
2,374
– – ﹤0.01% 422
2017
Q1 		$17K Hold
2,374
– – ﹤0.01% 433
2016
Q4 		$16K Hold
2,374
– – ﹤0.01% 385
2016
Q3 		$14K Hold
2,374
– – ﹤0.01% 409
2016
Q2 		$17K Buy
+2,374
New +$15.3K ﹤0.01% 365

Other funds holding SJT

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 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 $893B AUM 36.07% 1-Year Est. Return

Gradient Investments's SJT Position: Q3 2024 in Review

Gradient Investments sold out of San Juan Basin Royalty Trust (SJT) in Q3 2024, closing a stake of 1 share — an estimated $3 sold.

Gradient Investments first reported a position in SJT in Q2 2016 and held it in 9 quarters. The position peaked at $17K in Q1 2017. 77 funds tracked by Wall St. Rank hold SJT as of Q3 2024.

  • Gradient Investments reported no remaining San Juan Basin Royalty Trust position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1 San Juan Basin Royalty Trust share in Q3 2024, an estimated $3.
  • Gradient Investments first reported a position in San Juan Basin Royalty Trust in Q2 2016 and held it in 9 quarters.
  • Gradient Investments's San Juan Basin Royalty Trust position peaked at $17K in Q1 2017.
  • 77 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.