SHIM
STR

Stone House Investment Management’s Sitio Royalties STR Stock Holding History

Stone House Investment Management’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-93
Closed -$2.26K – 365
2023
Q3 		$2.26K Buy
93
+1
+1% +$26 ﹤0.01% 257
2023
Q2 		$2.41K Buy
+92
New +$2.35K ﹤0.01% 255

Other funds holding STR

KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stone House Investment Management's STR Position: Q4 2023 in Review

Stone House Investment Management sold out of Sitio Royalties (STR) in Q4 2023, closing a stake of 93 shares — an estimated $2.26K sold.

Stone House Investment Management first reported a position in STR in Q2 2023 and held it in 2 quarters. The position peaked at $2.41K in Q2 2023. 190 funds tracked by Wall St. Rank hold STR as of Q4 2023.

  • Stone House Investment Management reported no remaining Sitio Royalties position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 93 Sitio Royalties shares in Q4 2023, an estimated $2.26K.
  • Stone House Investment Management first reported a position in Sitio Royalties in Q2 2023 and held it in 2 quarters.
  • Stone House Investment Management's Sitio Royalties position peaked at $2.41K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Sitio Royalties as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.