SFI
SJT

Susquehanna Fundamental Investments’s San Juan Basin Royalty Trust SJT Stock Holding History

Susquehanna Fundamental Investments’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
2023
Q1 		– Sell
-14,018
Closed -$160K – 1090
2022
Q4 		$160K Buy
14,018
+2,421
+21% +$26.6K ﹤0.01% 1090
2022
Q3 		$109K Buy
+11,597
New +$136K ﹤0.01% 1323
2022
Q1 		$102K Buy
+11,597
New +$81.1K ﹤0.01% 1451

Other funds holding SJT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna Fundamental Investments's SJT Position: Q1 2023 in Review

Susquehanna Fundamental Investments sold out of San Juan Basin Royalty Trust (SJT) in Q1 2023, closing a stake of 14,018 shares — an estimated $160K sold.

Susquehanna Fundamental Investments first reported a position in SJT in Q1 2022 and held it in 3 quarters. The position peaked at $160K in Q4 2022. 93 funds tracked by Wall St. Rank hold SJT as of Q1 2023.

  • Susquehanna Fundamental Investments reported no remaining San Juan Basin Royalty Trust position as of Q1 2023 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 14,018 San Juan Basin Royalty Trust shares in Q1 2023, an estimated $160K.
  • Susquehanna Fundamental Investments first reported a position in San Juan Basin Royalty Trust in Q1 2022 and held it in 3 quarters.
  • Susquehanna Fundamental Investments's San Juan Basin Royalty Trust position peaked at $160K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q1 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2023, filed 16 May 2023.