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 		– Sell
-2,900
Closed -$16.3K – 10046
2025
Q4 		$16.3K Sell
2,900
-41,700
-93% -$241K ﹤0.01% 6652
2025
Q3 		$269K Sell
44,600
-7,000
-14% -$41.2K ﹤0.01% 4607
2025
Q2 		$308K Buy
51,600
+39,000
+310% +$237K ﹤0.01% 4036
2025
Q1 		$69K Buy
12,600
+11,100
+740% +$52.3K ﹤0.01% 5468
2024
Q4 		$5K Sell
1,500
-3,200
-68% -$12.8K ﹤0.01% 7654
2024
Q3 		$17K Sell
4,700
-5,200
-53% -$19.4K ﹤0.01% 6816
2024
Q2 		$40K Sell
9,900
-4,400
-31% -$19.3K ﹤0.01% 6310
2024
Q1 		$75K Sell
14,300
-6,600
-32% -$34.4K ﹤0.01% 5892
2023
Q4 		$106K Buy
20,900
+12,500
+149% +$83.6K ﹤0.01% 5328
2023
Q3 		$58K Sell
8,400
-77,500
-90% -$558K ﹤0.01% 5668
2023
Q2 		$638K Sell
85,900
-5,100
-6% -$43.3K ﹤0.01% 3054
2023
Q1 		$957K Buy
91,000
+26,500
+41% +$275K ﹤0.01% 2632
2022
Q4 		$736K Sell
64,500
-135,700
-68% -$1.49M ﹤0.01% 2777
2022
Q3 		$1.88M Sell
200,200
-1,500
-0.7% -$17.6K ﹤0.01% 2012
2022
Q2 		$1.75M Buy
201,700
+98,700
+96% +$1.07M ﹤0.01% 2013
2022
Q1 		$903K Buy
103,000
+86,900
+540% +$608K ﹤0.01% 3039
2021
Q4 		$98K Buy
16,100
+9,700
+152% +$60.8K ﹤0.01% 6286
2021
Q3 		$33K Hold
6,400
– – ﹤0.01% 8008
2021
Q2 		$32K Buy
6,400
+6,251
+4,195% +$31.4K ﹤0.01% 8175
2021
Q1 		$59K Buy
+149
New +$563 ﹤0.01% 6408
2020
Q4 		– Sell
-95
Closed -$23K – 9005
2020
Q3 		$23K Sell
95
-42
-31% -$107 ﹤0.01% 6274
2020
Q2 		$31K Buy
137
+53
+63% +$133 ﹤0.01% 5896
2020
Q1 		$17K Buy
84
+73
+664% +$173 ﹤0.01% 6097
2019
Q4 		$2K Hold
11
– – ﹤0.01% 6995
2019
Q3 		$3K Buy
11
+1
+10% +$3 ﹤0.01% 6826
2019
Q2 		$3K Sell
10
-2
-17% -$9 ﹤0.01% 6661
2019
Q1 		$6K Sell
12
-156
-93% -$780 ﹤0.01% 6426
2018
Q4 		$80K Buy
168
+130
+342% +$686 ﹤0.01% 4069
2018
Q3 		$18K Sell
38
-1
-3% -$6 ﹤0.01% 6046
2018
Q2 		$22K Buy
+39
New +$262 ﹤0.01% 5803
2018
Q1 		– Sell
-10
Closed -$1K – 6793
2017
Q4 		$1K Buy
+10
New +$79 ﹤0.01% 5622
2017
Q2 		– Sell
-340
Closed -$3K – 6725
2017
Q1 		$3K Buy
340
+307
+930% +$2.14K ﹤0.01% 5059
2016
Q4 		$4K Sell
33
-24
-42% -$151 ﹤0.01% 4580
2016
Q3 		$5K Buy
+57
New +$358 ﹤0.01% 4311
2015
Q4 		– Sell
-209
Closed -$1K – 6075
2015
Q3 		$1K Sell
209
-11
-5% -$114 ﹤0.01% 5141
2015
Q2 		$7K Buy
+220
New +$2.44K ﹤0.01% 3403

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.