SIC
SBR

SJS Investment Consulting’s Sabine Royalty Trust SBR Stock Holding History

SJS Investment Consulting’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
Q3 		– Sell
-75
Closed -$4.84K – 1704
2024
Q2 		$4.84K Hold
75
– – ﹤0.01% 448
2024
Q1 		$4.74K Buy
+75
New +$4.69K ﹤0.01% 475

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.05B AUM 25.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SJS Investment Consulting's SBR Position: Q3 2024 in Review

SJS Investment Consulting sold out of Sabine Royalty Trust (SBR) in Q3 2024, closing a stake of 75 shares — an estimated $4.84K sold.

SJS Investment Consulting first reported a position in SBR in Q1 2024 and held it in 2 quarters. The position peaked at $4.84K in Q2 2024. 129 funds tracked by Wall St. Rank hold SBR as of Q3 2024.

  • SJS Investment Consulting reported no remaining Sabine Royalty Trust position as of Q3 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 75 Sabine Royalty Trust shares in Q3 2024, an estimated $4.84K.
  • SJS Investment Consulting first reported a position in Sabine Royalty Trust in Q1 2024 and held it in 2 quarters.
  • SJS Investment Consulting's Sabine Royalty Trust position peaked at $4.84K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q3 2024.

Based on SJS Investment Consulting's 13F filing for Q3 2024, filed 16 Oct 2024.