LC
SJT

Lindbrook Capital’s San Juan Basin Royalty Trust SJT Stock Holding History

Lindbrook Capital’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
-75
Closed -$381 – 2748
2023
Q4 		$381 Buy
+75
New +$501 ﹤0.01% 2605
2022
Q4 		– Sell
-31
Closed – – 2994
2022
Q3 		$0 Buy
+31
New +$365 ﹤0.01% 2887

Other funds holding SJT

Mirae Asset Global Investments
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
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

Lindbrook Capital's SJT Position: Q1 2024 in Review

Lindbrook Capital sold out of San Juan Basin Royalty Trust (SJT) in Q1 2024, closing a stake of 75 shares — an estimated $381 sold.

Lindbrook Capital first reported a position in SJT in Q3 2022 and held it in 2 quarters. The position peaked at $381 in Q4 2023. 82 funds tracked by Wall St. Rank hold SJT as of Q1 2024.

  • Lindbrook Capital reported no remaining San Juan Basin Royalty Trust position as of Q1 2024 after selling out during the quarter.
  • Lindbrook Capital sold 75 San Juan Basin Royalty Trust shares in Q1 2024, an estimated $381.
  • Lindbrook Capital first reported a position in San Juan Basin Royalty Trust in Q3 2022 and held it in 2 quarters.
  • Lindbrook Capital's San Juan Basin Royalty Trust position peaked at $381 in Q4 2023.
  • 82 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.