Lee Financial’s Sabine Royalty Trust SBR Stock Holding History

Lee Financial’s Portfolio SBR Stock Details SBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,700	Closed	-$230K	–	939
2022 Q4	$230K	Hold	2,700	–	–	0.04%	137
2022 Q3	$192K	Hold	2,700	–	–	0.04%	147
2022 Q2	$164K	Buy	2,700 +200	+8%	+$13.5K	0.03%	154
2022 Q1	$144K	Hold	2,500	–	–	0.03%	166
2021 Q4	$104K	Hold	2,500	–	–	0.02%	187
2021 Q3	$107K	Hold	2,500	–	–	0.02%	175
2021 Q2	$101K	Hold	2,500	–	–	0.02%	179
2021 Q1	$76K	Hold	2,500	–	–	0.02%	200
2020 Q4	$71K	Hold	2,500	–	–	0.02%	185
2020 Q3	$73K	Hold	2,500	–	–	0.02%	181
2020 Q2	$69K	Hold	2,500	–	–	0.02%	169
2020 Q1	$69K	Hold	2,500	–	–	0.02%	150
2019 Q4	$101K	Hold	2,500	–	–	0.02%	151
2019 Q3	$108K	Hold	2,500	–	–	0.02%	146
2019 Q2	$121K	Hold	2,500	–	–	0.03%	155
2019 Q1	$116K	Hold	2,500	–	–	0.03%	153
2018 Q4	$93K	Hold	2,500	–	–	0.02%	148
2018 Q3	$106K	Hold	2,500	–	–	0.03%	159
2018 Q2	$118K	Hold	2,500	–	–	0.03%	199
2018 Q1	$110K	Hold	2,500	–	–	0.03%	199
2017 Q4	$112K	Hold	2,500	–	–	0.03%	148
2017 Q3	$102K	Hold	2,500	–	–	0.03%	146
2017 Q2	$97K	Hold	2,500	–	–	0.04%	148
2017 Q1	$89K	Buy	+2,500	New	+$92.9K	0.04%	142

Other funds holding SBR

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Lee Financial's SBR Position: Q1 2023 in Review

Lee Financial sold out of Sabine Royalty Trust (SBR) in Q1 2023, closing a stake of 2,700 shares — an estimated $230K sold.

Lee Financial first reported a position in SBR in Q1 2017 and held it in 24 quarters. The position peaked at $230K in Q4 2022. 129 funds tracked by Wall St. Rank hold SBR as of Q1 2023.

Lee Financial reported no remaining Sabine Royalty Trust position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 2,700 Sabine Royalty Trust shares in Q1 2023, an estimated $230K.
Lee Financial first reported a position in Sabine Royalty Trust in Q1 2017 and held it in 24 quarters.
Lee Financial's Sabine Royalty Trust position peaked at $230K in Q4 2022.
129 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.