Morse Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Morse Asset Management’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
2026 Q1	$6.77K	Sell	1,410 -2,990	-68%	-$16.4K	﹤0.01%	315
2025 Q4	$24.7K	Buy	4,400 +2,740	+165%	+$15.9K	﹤0.01%	251
2025 Q3	$10K	Buy	1,660 +1,210	+269%	+$7.12K	﹤0.01%	266
2025 Q2	$2.69K	Buy	+450	New	+$2.73K	﹤0.01%	322
2025 Q1	–	Sell	-17,250	Closed	-$66.1K	–	377
2024 Q4	$66.1K	Buy	+17,250	New	+$69K	0.02%	196

Other funds holding SJT

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Morse Asset Management's SJT Position: Q1 2026 in Review

Morse Asset Management reduced its San Juan Basin Royalty Trust (SJT) stake by 68% in Q1 2026, selling an estimated $16.4K and leaving 1,410 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Morse Asset Management first reported a position in SJT in Q4 2024 and has held it in 5 quarters since. The position peaked at $66.1K in Q4 2024. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

Morse Asset Management held 1,410 shares of San Juan Basin Royalty Trust worth $6.77K as of Q1 2026.
Morse Asset Management sold 2,990 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $16.4K.
San Juan Basin Royalty Trust made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #315 holding.
Morse Asset Management first reported a position in San Juan Basin Royalty Trust in Q4 2024 and has held it in 5 quarters since.
Morse Asset Management's San Juan Basin Royalty Trust position peaked at $66.1K in Q4 2024.
88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.