Lazard Asset Management
SJT

Lazard Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Lazard Asset Management’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
-17,422
Closed -$92K – 2411
2024
Q1 		$92K Sell
17,422
-442
-2% -$2.3K ﹤0.01% 1563
2023
Q4 		$90K Buy
17,864
+134
+0.8% +$896 ﹤0.01% 1699
2023
Q3 		$122K Buy
17,730
+2,413
+16% +$17.4K ﹤0.01% 1557
2023
Q2 		$113K Hold
15,317
– – ﹤0.01% 1533
2023
Q1 		$161K Hold
15,317
– – ﹤0.01% 1366
2022
Q4 		$174K Hold
15,317
– – ﹤0.01% 1324
2022
Q3 		$143K Hold
15,317
– – ﹤0.01% 1350
2022
Q2 		$132K Buy
15,317
+9,099
+146% +$98.9K ﹤0.01% 1401
2022
Q1 		$54K Buy
6,218
+77
+1% +$539 ﹤0.01% 1703
2021
Q4 		$37K Buy
6,141
+1,499
+32% +$9.4K ﹤0.01% 1860
2021
Q3 		$23K Sell
4,642
-476
-9% -$2.31K ﹤0.01% 2004
2021
Q2 		$26K Buy
+5,118
New +$25.7K ﹤0.01% 1816

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Lazard Asset Management's SJT Position: Q2 2024 in Review

Lazard Asset Management sold out of San Juan Basin Royalty Trust (SJT) in Q2 2024, closing a stake of 17,422 shares — an estimated $92K sold.

Lazard Asset Management first reported a position in SJT in Q2 2021 and held it in 12 quarters. The position peaked at $174K in Q4 2022. 76 funds tracked by Wall St. Rank hold SJT as of Q2 2024.

  • Lazard Asset Management reported no remaining San Juan Basin Royalty Trust position as of Q2 2024 after selling out during the quarter.
  • Lazard Asset Management sold 17,422 San Juan Basin Royalty Trust shares in Q2 2024, an estimated $92K.
  • Lazard Asset Management first reported a position in San Juan Basin Royalty Trust in Q2 2021 and held it in 12 quarters.
  • Lazard Asset Management's San Juan Basin Royalty Trust position peaked at $174K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2024.

Based on Lazard Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.