Huntington National Bank’s San Juan Basin Royalty Trust SJT Stock Holding History

Huntington National Bank’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 Q4	–	Sell	-1,000	Closed	-$6.93K	–	3947
2023 Q3	$6.93K	Hold	1,000	–	–	﹤0.01%	1701
2023 Q2	$7.43K	Buy	+1,000	New	+$8.48K	﹤0.01%	1668
2021 Q4	–	Sell	-17,332	Closed	-$88K	–	2279
2021 Q3	$88K	Buy	+17,332	New	+$83.9K	﹤0.01%	796
2020 Q2	–	Sell	-760	Closed	-$2K	–	1735
2020 Q1	$2K	Buy	+760	New	+$1.8K	﹤0.01%	1454
2018 Q2	–	Sell	-1,250	Closed	-$10K	–	1632
2018 Q1	$10K	Buy	+1,250	New	+$11.1K	﹤0.01%	1324
2015 Q1	–	Sell	-30,400	Closed	-$433K	–	1767
2014 Q4	$433K	Hold	30,400	–	–	0.01%	462
2014 Q3	$578K	Hold	30,400	–	–	0.01%	649
2014 Q2	$586K	Hold	30,400	–	–	0.01%	671
2014 Q1	$537K	Hold	30,400	–	–	0.01%	748
2013 Q4	$509K	Hold	30,400	–	–	0.01%	450
2013 Q3	$486K	Hold	30,400	–	–	0.01%	435
2013 Q2	$488K	Buy	+30,400	New	+$469K	0.02%	424

Other funds holding SJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Huntington National Bank's SJT Position: Q4 2023 in Review

Huntington National Bank sold out of San Juan Basin Royalty Trust (SJT) in Q4 2023, closing a stake of 1,000 shares — an estimated $6.93K sold.

Huntington National Bank first reported a position in SJT in Q2 2013 and held it in 12 quarters. The position peaked at $586K in Q2 2014. 97 funds tracked by Wall St. Rank hold SJT as of Q4 2023.

Huntington National Bank reported no remaining San Juan Basin Royalty Trust position as of Q4 2023 after selling out during the quarter.
Huntington National Bank sold 1,000 San Juan Basin Royalty Trust shares in Q4 2023, an estimated $6.93K.
Huntington National Bank first reported a position in San Juan Basin Royalty Trust in Q2 2013 and held it in 12 quarters.
Huntington National Bank's San Juan Basin Royalty Trust position peaked at $586K in Q2 2014.
97 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q4 2023.

Based on Huntington National Bank's 13F filing for Q4 2023, filed 7 Feb 2024.