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 		$51.9K Sell
10,800
-4,200
-28% -$23K ﹤0.01% 5838
2025
Q4 		$84.3K Sell
15,000
-3,700
-20% -$21.4K ﹤0.01% 5170
2025
Q3 		$112K Buy
18,700
+5,600
+43% +$32.9K ﹤0.01% 5610
2025
Q2 		$78K Buy
13,100
+11,200
+589% +$68K ﹤0.01% 5477
2025
Q1 		$10K Buy
+1,900
New +$8.95K ﹤0.01% 7117
2024
Q4 		– Sell
-1,200
Closed -$4K – 9528
2024
Q3 		$4K Sell
1,200
-3,400
-74% -$12.7K ﹤0.01% 7768
2024
Q2 		$18K Buy
4,600
+400
+10% +$1.76K ﹤0.01% 6999
2024
Q1 		$22K Sell
4,200
-4,900
-54% -$25.5K ﹤0.01% 7027
2023
Q4 		$46K Sell
9,100
-500
-5% -$3.34K ﹤0.01% 6155
2023
Q3 		$66K Sell
9,600
-14,600
-60% -$105K ﹤0.01% 5543
2023
Q2 		$179K Buy
24,200
+8,400
+53% +$71.2K ﹤0.01% 4426
2023
Q1 		$166K Sell
15,800
-8,000
-34% -$83.1K ﹤0.01% 4542
2022
Q4 		$271K Sell
23,800
-12,900
-35% -$142K ﹤0.01% 3866
2022
Q3 		$344K Buy
36,700
+5,200
+17% +$61.2K ﹤0.01% 3912
2022
Q2 		$273K Buy
31,500
+7,900
+33% +$85.8K ﹤0.01% 4214
2022
Q1 		$206K Buy
23,600
+14,100
+148% +$98.7K ﹤0.01% 5114
2021
Q4 		$57K Sell
9,500
-10,000
-51% -$62.7K ﹤0.01% 7090
2021
Q3 		$100K Hold
19,500
– – ﹤0.01% 6626
2021
Q2 		$100K Buy
19,500
+19,420
+24,275% +$97.4K ﹤0.01% 6729
2021
Q1 		$31K Buy
+80
New +$302 ﹤0.01% 7093
2020
Q4 		– Sell
-8
Closed -$2K – 9006
2020
Q3 		$2K Sell
8
-24
-75% -$61 ﹤0.01% 7454
2020
Q2 		$7K Buy
+32
New +$80 ﹤0.01% 6832
2020
Q1 		– Sell
-9
Closed -$2K – 8203
2019
Q4 		$2K Sell
9
-134
-94% -$339 ﹤0.01% 6996
2019
Q3 		$43K Buy
143
+47
+49% +$135 ﹤0.01% 5164
2019
Q2 		$36K Buy
+96
New +$425 ﹤0.01% 5134
2018
Q3 		– Sell
-7
Closed -$4K – 7994
2018
Q2 		$4K Buy
+7
New +$47 ﹤0.01% 6818
2017
Q3 		– Sell
-119
Closed -$8K – 6569
2017
Q2 		$8K Buy
+119
New +$861 ﹤0.01% 4194
2016
Q2 		– Sell
-17
Closed -$4K – 6390
2016
Q1 		$4K Sell
17
-2
-11% -$10 ﹤0.01% 4299
2015
Q4 		$1K Buy
+19
New +$126 ﹤0.01% 4992
2015
Q2 		– Sell
-9
Closed -$4K – 5795
2015
Q1 		$4K Hold
9
– – ﹤0.01% 3704
2014
Q4 		$3K Buy
+9
New +$153 ﹤0.01% 3516

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.