MIM
STR

Macroview Investment Management’s Sitio Royalties STR Stock Holding History

Macroview Investment Management’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-597
Closed -$14.1K – 637
2024
Q2 		$14.1K Hold
597
– – 0.01% 200
2024
Q1 		$14.8K Buy
597
+64
+12% +$1.44K 0.02% 215
2023
Q4 		$12.5K Buy
533
+5
+0.9% +$116 0.01% 219
2023
Q3 		$12.8K Hold
528
– – 0.02% 204
2023
Q2 		$13.9K Buy
528
+147
+39% +$3.76K 0.02% 169
2023
Q1 		$8.62K Buy
381
+60
+19% +$1.49K 0.01% 276
2022
Q4 		$9.27K Buy
+321
New +$9.29K 0.02% 273

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macroview Investment Management's STR Position: Q3 2024 in Review

Macroview Investment Management sold out of Sitio Royalties (STR) in Q3 2024, closing a stake of 597 shares — an estimated $14.1K sold.

Macroview Investment Management first reported a position in STR in Q4 2022 and held it in 7 quarters. The position peaked at $14.8K in Q1 2024. 211 funds tracked by Wall St. Rank hold STR as of Q3 2024.

  • Macroview Investment Management reported no remaining Sitio Royalties position as of Q3 2024 after selling out during the quarter.
  • Macroview Investment Management sold 597 Sitio Royalties shares in Q3 2024, an estimated $14.1K.
  • Macroview Investment Management first reported a position in Sitio Royalties in Q4 2022 and held it in 7 quarters.
  • Macroview Investment Management's Sitio Royalties position peaked at $14.8K in Q1 2024.
  • 211 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2024.

Based on Macroview Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.