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Ridgewood Investments’s Scully Royalty SRL Stock Holding History

Ridgewood Investments’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5
Closed -$36 – 792
2024
Q2 		$36 Buy
+5
New +$32 ﹤0.01% 780
2023
Q3 		– Sell
-5
Closed -$37 – 675
2023
Q2 		$37 Hold
5
– – ﹤0.01% 825
2023
Q1 		$34 Buy
+5
New +$39 ﹤0.01% 818

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Ridgewood Investments's SRL Position: Q3 2024 in Review

Ridgewood Investments sold out of Scully Royalty (SRL) in Q3 2024, closing a stake of 5 shares — an estimated $36 sold.

Ridgewood Investments first reported a position in SRL in Q1 2023 and held it in 3 quarters. The position peaked at $37 in Q2 2023. 12 funds tracked by Wall St. Rank hold SRL as of Q3 2024.

  • Ridgewood Investments reported no remaining Scully Royalty position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 5 Scully Royalty shares in Q3 2024, an estimated $36.
  • Ridgewood Investments first reported a position in Scully Royalty in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's Scully Royalty position peaked at $37 in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Scully Royalty as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.