MPWT
STR

MassMutual Private Wealth & Trust’s Sitio Royalties STR Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-29
Closed -$682 – 2128
2023
Q4 		$682 Hold
29
– – ﹤0.01% 1751
2023
Q3 		$702 Buy
+29
New +$747 ﹤0.01% 1747

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

MassMutual Private Wealth & Trust's STR Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of Sitio Royalties (STR) in Q1 2024, closing a stake of 29 shares — an estimated $682 sold.

MassMutual Private Wealth & Trust first reported a position in STR in Q3 2023 and held it in 2 quarters. The position peaked at $702 in Q3 2023. 215 funds tracked by Wall St. Rank hold STR as of Q1 2024.

  • MassMutual Private Wealth & Trust reported no remaining Sitio Royalties position as of Q1 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 29 Sitio Royalties shares in Q1 2024, an estimated $682.
  • MassMutual Private Wealth & Trust first reported a position in Sitio Royalties in Q3 2023 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Sitio Royalties position peaked at $702 in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.