Simplex Trading
SJT

Simplex Trading’s San Juan Basin Royalty Trust SJT Stock Holding History

Simplex Trading’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 		$31.2K Sell
6,491
-4,041
-38% -$22.1K ﹤0.01% 6343
2025
Q4 		$59.2K Buy
10,532
+2,855
+37% +$16.5K ﹤0.01% 5508
2025
Q3 		$46K Buy
+7,677
New +$45.1K ﹤0.01% 6548
2025
Q2 		– Sell
-68,180
Closed -$414K – 9643
2025
Q1 		$377K Buy
68,180
+44,986
+194% +$212K ﹤0.01% 3708
2024
Q4 		$88K Buy
+23,194
New +$92.8K ﹤0.01% 5299
2024
Q3 		– Sell
-2,607
Closed -$9.75K – 9483
2024
Q2 		$10K Buy
+2,607
New +$11.5K ﹤0.01% 7447
2023
Q4 		– Sell
-4,376
Closed -$29.3K – 9732
2023
Q3 		$30K Sell
4,376
-21,037
-83% -$151K ﹤0.01% 6261
2023
Q2 		$188K Buy
+25,413
New +$216K ﹤0.01% 4367
2023
Q1 		– Sell
-3,907
Closed -$40.6K – 10026
2022
Q4 		$44K Buy
+3,907
New +$42.9K ﹤0.01% 6038
2022
Q3 		– Sell
-27,118
Closed -$319K – 10796
2022
Q2 		$235K Sell
27,118
-49,720
-65% -$540K ﹤0.01% 4413
2022
Q1 		$673K Buy
76,838
+70,650
+1,142% +$494K ﹤0.01% 3439
2021
Q4 		$37K Sell
6,188
-6,619
-52% -$41.5K ﹤0.01% 7638
2021
Q3 		$66K Buy
12,807
+316
+3% +$1.53K ﹤0.01% 7172
2021
Q2 		$64K Buy
12,491
+119
+1% +$597 ﹤0.01% 7345
2021
Q1 		$48K Buy
12,372
+11,480
+1,287% +$43.3K ﹤0.01% 6673
2020
Q4 		$2K Buy
+892
New +$2.76K ﹤0.01% 8007
2019
Q4 		– Sell
-3,568
Closed -$9.02K – 7903
2019
Q3 		$10K Sell
3,568
-3,287
-48% -$9.47K ﹤0.01% 6259
2019
Q2 		$26K Buy
6,855
+5,910
+625% +$26.2K ﹤0.01% 5397
2019
Q1 		$5K Buy
+945
New +$4.72K ﹤0.01% 6487
2018
Q3 		– Sell
-24
Closed -$138 – 7993
2018
Q2 		$0 Buy
+24
New +$161 ﹤0.01% 7850
2017
Q4 		– Sell
-678
Closed -$5.35K – 6614
2017
Q3 		$5K Sell
678
-3,348
-83% -$23.5K ﹤0.01% 4426
2017
Q2 		$27K Buy
+4,026
New +$29.1K ﹤0.01% 2997
2017
Q1 		– Sell
-9,914
Closed -$69.2K – 6730
2016
Q4 		$65K Buy
+9,914
New +$62.5K ﹤0.01% 1903
2016
Q3 		– Sell
-1,088
Closed -$6.83K – 6395
2016
Q2 		$7K Buy
1,088
+395
+57% +$2.55K ﹤0.01% 3956
2016
Q1 		$3K Buy
693
+536
+341% +$2.6K ﹤0.01% 4519
2015
Q4 		$0 Buy
+157
New +$1.04K ﹤0.01% 6076
2015
Q2 		– Sell
-843
Closed -$9.35K – 5794
2015
Q1 		$10K Sell
843
-156
-16% -$2.16K ﹤0.01% 2959
2014
Q4 		$14K Buy
+999
New +$16.9K ﹤0.01% 2336

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
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
CC
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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return

Simplex Trading's SJT Position: Q1 2026 in Review

Simplex Trading reduced its San Juan Basin Royalty Trust (SJT) stake by 38% in Q1 2026, selling an estimated $22.1K and leaving 6,491 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6343.

Simplex Trading first reported a position in SJT in Q4 2014 and has held it in 28 quarters since. The position peaked at $673K in Q1 2022. 88 funds tracked by Wall St. Rank hold SJT as of Q1 2026.

  • Simplex Trading held 6,491 shares of San Juan Basin Royalty Trust worth $31.2K as of Q1 2026.
  • Simplex Trading sold 4,041 San Juan Basin Royalty Trust shares in Q1 2026, an estimated $22.1K.
  • San Juan Basin Royalty Trust made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6343 holding.
  • Simplex Trading first reported a position in San Juan Basin Royalty Trust in Q4 2014 and has held it in 28 quarters since.
  • Simplex Trading's San Juan Basin Royalty Trust position peaked at $673K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.