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
2025
Q2 		– Sell
-11,400
Closed -$63.2K – 5484
2025
Q1 		$63.2K Sell
11,400
-2,100
-16% -$9.9K ﹤0.01% 4365
2024
Q4 		$52.1K Sell
13,500
-1,000
-7% -$4K ﹤0.01% 4978
2024
Q3 		$55.1K Buy
+14,500
New +$54.2K ﹤0.01% 4521
2024
Q1 		– Sell
-18,500
Closed -$94K – 5213
2023
Q4 		$94K Buy
18,500
+2,800
+18% +$18.7K ﹤0.01% 4121
2023
Q3 		$109K Sell
15,700
-12,000
-43% -$86.4K ﹤0.01% 3975
2023
Q2 		$206K Buy
+27,700
New +$235K ﹤0.01% 3495
2023
Q1 		– Sell
-24,100
Closed -$275K – 4874
2022
Q4 		$275K Sell
24,100
-33,900
-58% -$372K ﹤0.01% 2841
2022
Q3 		$553K Buy
58,000
+29,300
+102% +$345K ﹤0.01% 2521
2022
Q2 		$271K Buy
+28,700
New +$312K ﹤0.01% 3179
2021
Q4 		– Sell
-20,000
Closed -$101K – 6739
2021
Q3 		$101K Sell
20,000
-1,900
-9% -$9.2K ﹤0.01% 5763
2021
Q2 		$112K Buy
+21,900
New +$110K ﹤0.01% 5349
2019
Q2 		– Sell
-22,900
Closed -$123K – 5052
2019
Q1 		$123K Buy
22,900
+11,900
+108% +$59.5K ﹤0.01% 4060
2018
Q4 		$57K Sell
11,000
-29,600
-73% -$156K ﹤0.01% 4135
2018
Q3 		$201K Buy
40,600
+14,000
+53% +$80.2K ﹤0.01% 4261
2018
Q2 		$210K Hold
26,600
– – ﹤0.01% 4319
2018
Q1 		$210K Sell
26,600
-3,200
-11% -$28.5K ﹤0.01% 4319
2017
Q4 		$246K Sell
29,800
-2,900
-9% -$22.9K ﹤0.01% 3881
2017
Q3 		$256K Buy
32,700
+11,300
+53% +$79.2K ﹤0.01% 3487
2017
Q2 		$147K Buy
21,400
+4,900
+30% +$35.5K ﹤0.01% 3761
2017
Q1 		$115K Buy
+16,500
New +$115K ﹤0.01% 3778
2016
Q4 		– Sell
-16,700
Closed -$106K – 5061
2016
Q3 		$106K Buy
16,700
+5,300
+46% +$33.3K ﹤0.01% 4162
2016
Q2 		$84K Buy
+11,400
New +$73.6K ﹤0.01% 3687

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.