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Madden Securities’s San Juan Basin Royalty Trust SJT Stock Holding History

Madden Securities’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
2023
Q1 		– Sell
-3,200
Closed -$36.5K – 313
2022
Q4 		$36.5K Buy
+3,200
New +$35.1K 0.02% 223

Other funds holding SJT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $660M AUM 36.73% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Madden Securities's SJT Position: Q1 2023 in Review

Madden Securities sold out of San Juan Basin Royalty Trust (SJT) in Q1 2023, closing a stake of 3,200 shares — an estimated $36.5K sold.

Madden Securities first reported a position in SJT in Q4 2022 and held it in 1 quarter. The position peaked at $36.5K in Q4 2022. 93 funds tracked by Wall St. Rank hold SJT as of Q1 2023.

  • Madden Securities reported no remaining San Juan Basin Royalty Trust position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 3,200 San Juan Basin Royalty Trust shares in Q1 2023, an estimated $36.5K.
  • Madden Securities first reported a position in San Juan Basin Royalty Trust in Q4 2022 and held it in 1 quarter.
  • Madden Securities's San Juan Basin Royalty Trust position peaked at $36.5K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.