Lee Financial’s San Juan Basin Royalty Trust SJT Stock Holding History

Lee Financial’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 Q1	–	Sell	-35	Closed	-$178	–	704
2023 Q4	$178	Hold	35	–	–	﹤0.01%	846
2023 Q3	$243	Hold	35	–	–	﹤0.01%	817
2023 Q2	$261	Hold	35	–	–	﹤0.01%	757
2023 Q1	$369	Hold	35	–	–	﹤0.01%	762
2022 Q4	$400	Hold	35	–	–	﹤0.01%	840
2022 Q3	$0	Hold	35	–	–	﹤0.01%	996
2022 Q2	$0	Hold	35	–	–	﹤0.01%	985
2022 Q1	$0	Hold	35	–	–	﹤0.01%	942
2021 Q4	$0	Hold	35	–	–	﹤0.01%	947
2021 Q3	$0	Hold	35	–	–	﹤0.01%	727
2021 Q2	$0	Hold	35	–	–	﹤0.01%	692
2021 Q1	$0	Hold	35	–	–	﹤0.01%	514
2020 Q4	$0	Hold	35	–	–	﹤0.01%	537
2020 Q3	$0	Hold	35	–	–	﹤0.01%	565
2020 Q2	$0	Hold	35	–	–	﹤0.01%	545
2020 Q1	$0	Hold	35	–	–	﹤0.01%	509
2019 Q4	$0	Hold	35	–	–	﹤0.01%	516
2019 Q3	$0	Hold	35	–	–	﹤0.01%	532
2019 Q2	$0	Hold	35	–	–	﹤0.01%	534
2019 Q1	$0	Hold	35	–	–	﹤0.01%	544
2018 Q4	$0	Hold	35	–	–	﹤0.01%	471
2018 Q3	$0	Hold	35	–	–	﹤0.01%	674
2018 Q2	$0	Hold	35	–	–	﹤0.01%	828
2018 Q1	$0	Hold	35	–	–	﹤0.01%	773
2017 Q4	$0	Hold	35	–	–	﹤0.01%	498
2017 Q3	$0	Sell	35 -201	-85%	-$1.41K	﹤0.01%	525
2017 Q2	$2K	Hold	236	–	–	﹤0.01%	470
2017 Q1	$2K	Hold	236	–	–	﹤0.01%	383
2016 Q4	$2K	Buy	+236	New	+$1.49K	﹤0.01%	399

Other funds holding SJT

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lee Financial's SJT Position: Q1 2024 in Review

Lee Financial sold out of San Juan Basin Royalty Trust (SJT) in Q1 2024, closing a stake of 35 shares — an estimated $178 sold.

Lee Financial first reported a position in SJT in Q4 2016 and held it in 29 quarters. The position peaked at $2K in Q2 2017. 82 funds tracked by Wall St. Rank hold SJT as of Q1 2024.

Lee Financial reported no remaining San Juan Basin Royalty Trust position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 35 San Juan Basin Royalty Trust shares in Q1 2024, an estimated $178.
Lee Financial first reported a position in San Juan Basin Royalty Trust in Q4 2016 and held it in 29 quarters.
Lee Financial's San Juan Basin Royalty Trust position peaked at $2K in Q2 2017.
82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.