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

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mountaineer Partners Management New York $159M AUM 37.01% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Principia Wealth Advisory Dallas, Texas $201M AUM 34.47% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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.