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
2024
Q4 		– Sell
-11,400
Closed -$43.3K – 5807
2024
Q3 		$43.3K Buy
+11,400
New +$42.6K ﹤0.01% 4556
2024
Q1 		– Sell
-13,200
Closed -$67.1K – 5212
2023
Q4 		$67.1K Buy
13,200
+900
+7% +$6.02K ﹤0.01% 4192
2023
Q3 		$85.2K Sell
12,300
-2,700
-18% -$19.4K ﹤0.01% 4043
2023
Q2 		$112K Buy
+15,000
New +$127K ﹤0.01% 3736
2023
Q1 		– Sell
-44,000
Closed -$502K – 4873
2022
Q4 		$502K Sell
44,000
-20,900
-32% -$229K ﹤0.01% 2330
2022
Q3 		$619K Sell
64,900
-33,600
-34% -$395K ﹤0.01% 2419
2022
Q2 		$929K Buy
98,500
+86,900
+749% +$944K ﹤0.01% 1987
2022
Q1 		$103K Buy
+11,600
New +$81.2K ﹤0.01% 4810
2021
Q3 		– Sell
-51,400
Closed -$263K – 6886
2021
Q2 		$263K Sell
51,400
-2,800
-5% -$14K ﹤0.01% 4623
2021
Q1 		$221K Buy
+54,200
New +$205K ﹤0.01% 4921
2019
Q4 		– Sell
-11,700
Closed -$34K – 5151
2019
Q3 		$34K Buy
+11,700
New +$33.7K ﹤0.01% 4114
2019
Q1 		– Sell
-11,100
Closed -$58K – 5237
2018
Q4 		$58K Buy
+11,100
New +$58.6K ﹤0.01% 4131
2018
Q3 		– Sell
-12,900
Closed -$102K – 5776
2018
Q2 		$102K Hold
12,900
– – ﹤0.01% 4719
2018
Q1 		$102K Buy
+12,900
New +$115K ﹤0.01% 4719
2017
Q2 		– Sell
-11,400
Closed -$80K – 4895
2017
Q1 		$80K Sell
11,400
-27,600
-71% -$193K ﹤0.01% 3892
2016
Q4 		$258K Buy
+39,000
New +$246K ﹤0.01% 3430

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.