WT
SJT

Whittier Trust’s San Juan Basin Royalty Trust SJT Stock Holding History

Whittier Trust’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
2024
Q2 		– Sell
-846
Closed -$4.47K – 1583
2024
Q1 		$4.47K Hold
846
– – ﹤0.01% 1369
2023
Q4 		$4.3K Hold
846
– – ﹤0.01% 1342
2023
Q3 		$5.86K Hold
846
– – ﹤0.01% 1349
2023
Q2 		$6.29K Hold
846
– – ﹤0.01% 1336
2023
Q1 		$8.9K Hold
846
– – ﹤0.01% 1321
2022
Q4 		$9.66K Hold
846
– – ﹤0.01% 1297
2022
Q3 		$8K Hold
846
– – ﹤0.01% 1381
2022
Q2 		$7K Hold
846
– – ﹤0.01% 1384
2022
Q1 		$7K Hold
846
– – ﹤0.01% 1404
2021
Q4 		$5K Hold
846
– – ﹤0.01% 1419
2021
Q3 		$4K Hold
846
– – ﹤0.01% 1361
2021
Q2 		$4K Hold
846
– – ﹤0.01% 1391
2021
Q1 		$3K Buy
846
+250
+42% +$944 ﹤0.01% 1416
2020
Q4 		$2K Hold
596
– – ﹤0.01% 1341
2020
Q3 		$1K Hold
596
– – ﹤0.01% 1406
2020
Q2 		$1K Hold
596
– – ﹤0.01% 1361
2020
Q1 		$1K Hold
596
– – ﹤0.01% 1426
2019
Q4 		$2K Hold
596
– – ﹤0.01% 1380
2019
Q3 		$2K Hold
596
– – ﹤0.01% 1394
2019
Q2 		$2K Hold
596
– – ﹤0.01% 1239
2019
Q1 		$3K Buy
596
+316
+113% +$1.58K ﹤0.01% 1185
2018
Q4 		$1K Sell
280
-570
-67% -$3.01K ﹤0.01% 1301
2018
Q3 		$4K Hold
850
– – ﹤0.01% 1143
2018
Q2 		$5K Hold
850
– – ﹤0.01% 1104
2018
Q1 		$7K Hold
850
– – ﹤0.01% 1099
2017
Q4 		$7K Hold
850
– – ﹤0.01% 1092
2017
Q3 		$7K Hold
850
– – ﹤0.01% 1091
2017
Q2 		$6K Buy
850
+280
+49% +$2.03K ﹤0.01% 1075
2017
Q1 		$4K Hold
570
– – ﹤0.01% 1195
2016
Q4 		$4K Sell
570
-2,000
-78% -$12.6K ﹤0.01% 1068
2016
Q3 		$15K Hold
2,570
– – ﹤0.01% 918
2016
Q2 		$19K Hold
2,570
– – ﹤0.01% 898
2016
Q1 		$13K Buy
2,570
+600
+30% +$2.91K ﹤0.01% 936
2015
Q4 		$8K Sell
1,970
-3,250
-62% -$21.6K ﹤0.01% 992
2015
Q3 		$49K Sell
5,220
-16,735
-76% -$174K ﹤0.01% 707
2015
Q2 		$236K Buy
21,955
+1,455
+7% +$16.1K 0.01% 454
2015
Q1 		$245K Buy
+20,500
New +$284K 0.01% 441

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whittier Trust's SJT Position: Q2 2024 in Review

Whittier Trust sold out of San Juan Basin Royalty Trust (SJT) in Q2 2024, closing a stake of 846 shares — an estimated $4.47K sold.

Whittier Trust first reported a position in SJT in Q1 2015 and held it in 37 quarters. The position peaked at $245K in Q1 2015. 76 funds tracked by Wall St. Rank hold SJT as of Q2 2024.

  • Whittier Trust reported no remaining San Juan Basin Royalty Trust position as of Q2 2024 after selling out during the quarter.
  • Whittier Trust sold 846 San Juan Basin Royalty Trust shares in Q2 2024, an estimated $4.47K.
  • Whittier Trust first reported a position in San Juan Basin Royalty Trust in Q1 2015 and held it in 37 quarters.
  • Whittier Trust's San Juan Basin Royalty Trust position peaked at $245K in Q1 2015.
  • 76 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.