YMRC
SBR

Yorktown Management & Research Company’s Sabine Royalty Trust SBR Stock Holding History

Yorktown Management & Research Company’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,050
Closed -$261K – 210
2022
Q4 		$261K Buy
+3,050
New +$252K 0.32% 159

Other funds holding SBR

Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Yorktown Management & Research Company's SBR Position: Q1 2023 in Review

Yorktown Management & Research Company sold out of Sabine Royalty Trust (SBR) in Q1 2023, closing a stake of 3,050 shares — an estimated $261K sold.

Yorktown Management & Research Company first reported a position in SBR in Q4 2022 and held it in 1 quarter. The position peaked at $261K in Q4 2022. 129 funds tracked by Wall St. Rank hold SBR as of Q1 2023.

  • Yorktown Management & Research Company reported no remaining Sabine Royalty Trust position as of Q1 2023 after selling out during the quarter.
  • Yorktown Management & Research Company sold 3,050 Sabine Royalty Trust shares in Q1 2023, an estimated $261K.
  • Yorktown Management & Research Company first reported a position in Sabine Royalty Trust in Q4 2022 and held it in 1 quarter.
  • Yorktown Management & Research Company's Sabine Royalty Trust position peaked at $261K in Q4 2022.
  • 129 funds tracked by Wall St. Rank held Sabine Royalty Trust as of Q1 2023.

Based on Yorktown Management & Research Company's 13F filing for Q1 2023, filed 21 Apr 2023.