Wolverine Trading
SJT

Wolverine Trading’s San Juan Basin Royalty Trust SJT Stock Holding History

Wolverine 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
2023
Q3 		– Sell
-11,100
Closed -$79.9K – 5042
2023
Q2 		$82.7K Buy
+11,100
New +$94.1K ﹤0.01% 3828
2022
Q4 		– Sell
-36,681
Closed -$402K – 4936
2022
Q3 		$350K Sell
36,681
-37,226
-50% -$438K ﹤0.01% 2996
2022
Q2 		$697K Buy
+73,907
New +$803K ﹤0.01% 2235
2021
Q4 		– Sell
-13,623
Closed -$69K – 6738
2021
Q3 		$69K Sell
13,623
-10,051
-42% -$48.7K ﹤0.01% 5930
2021
Q2 		$121K Buy
+23,674
New +$119K ﹤0.01% 5308
2019
Q2 		– Sell
-11,417
Closed -$61K – 5051
2019
Q1 		$61K Buy
+11,417
New +$57.1K ﹤0.01% 4273
2018
Q4 		– Sell
-30,887
Closed -$163K – 5267
2018
Q3 		$153K Buy
+30,887
New +$177K ﹤0.01% 4385
2018
Q1 		– Sell
-11,359
Closed -$101K – 5771
2017
Q4 		$94K Sell
11,359
-2,181
-16% -$17.2K ﹤0.01% 4471
2017
Q3 		$106K Buy
13,540
+3,302
+32% +$23.1K ﹤0.01% 4057
2017
Q2 		$70K Sell
10,238
-642
-6% -$4.65K ﹤0.01% 3992
2017
Q1 		$76K Sell
10,880
-8,917
-45% -$62.2K ﹤0.01% 3902
2016
Q4 		$131K Buy
+19,797
New +$125K ﹤0.01% 3962

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wolverine Trading's SJT Position: Q3 2023 in Review

Wolverine Trading sold out of San Juan Basin Royalty Trust (SJT) in Q3 2023, closing a stake of 11,100 shares — an estimated $79.9K sold.

Wolverine Trading first reported a position in SJT in Q4 2016 and held it in 12 quarters. The position peaked at $697K in Q2 2022. 98 funds tracked by Wall St. Rank hold SJT as of Q3 2023.

  • Wolverine Trading reported no remaining San Juan Basin Royalty Trust position as of Q3 2023 after selling out during the quarter.
  • Wolverine Trading sold 11,100 San Juan Basin Royalty Trust shares in Q3 2023, an estimated $79.9K.
  • Wolverine Trading first reported a position in San Juan Basin Royalty Trust in Q4 2016 and held it in 12 quarters.
  • Wolverine Trading's San Juan Basin Royalty Trust position peaked at $697K in Q2 2022.
  • 98 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q3 2023.

Based on Wolverine Trading's 13F filing for Q3 2023, filed 15 Nov 2023.