OP
SBR

ORG Partners’s Sabine Royalty Trust SBR Stock Holding History

ORG Partners’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11
Closed -$677 – 1322
2024
Q3 		$677 Hold
11
– – ﹤0.01% 1029
2024
Q2 		$715 Buy
+11
New +$709 ﹤0.01% 1600
2023
Q3 		– Sell
-200
Closed -$13.5K – 1563
2023
Q2 		$13.5K Buy
+200
New +$14.3K ﹤0.01% 925

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ORG Partners's SBR Position: Q4 2024 in Review

ORG Partners sold out of Sabine Royalty Trust (SBR) in Q4 2024, closing a stake of 11 shares — an estimated $677 sold.

ORG Partners first reported a position in SBR in Q2 2023 and held it in 3 quarters. The position peaked at $13.5K in Q2 2023. 128 funds tracked by Wall St. Rank hold SBR as of Q4 2024.

  • ORG Partners reported no remaining Sabine Royalty Trust position as of Q4 2024 after selling out during the quarter.
  • ORG Partners sold 11 Sabine Royalty Trust shares in Q4 2024, an estimated $677.
  • ORG Partners first reported a position in Sabine Royalty Trust in Q2 2023 and held it in 3 quarters.
  • ORG Partners's Sabine Royalty Trust position peaked at $13.5K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q4 2024.

Based on ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.