San Juan Basin Royalty Trust shares owned by Heritage Trust
Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in San Juan Basin Royalty Trust
Tip: Access up to 7 years of quarterly data
All positions including San Juan Basin Royalty Trust held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $153k | 30k | 5.08 |
2023-09-30 | $209k | 30k | 6.93 |
2023-06-30 | $224k | 30k | 7.43 |
2023-03-31 | $318k | 30k | 10.52 |
2022-12-31 | $345k | 30k | 11.42 |
2022-09-30 | $284k | 30k | 9.40 |
2022-06-30 | $262k | 30k | 8.68 |
2022-03-31 | $264k | 30k | 8.74 |
2021-12-31 | $184k | 30k | 6.09 |
2021-09-30 | $153k | 30k | 5.07 |
2021-06-30 | $156k | 30k | 5.17 |
2021-03-31 | $120k | 30k | 3.97 |
2020-12-31 | $80k | 30k | 2.65 |
2020-09-30 | $75k | 30k | 2.53 |
2018-12-31 | $29k | 6.0k | 4.83 |
2018-09-30 | $30k | 6.0k | 5.00 |
2018-06-30 | $35k | 6.0k | 5.83 |
2018-03-31 | $47k | 6.0k | 7.83 |
2017-12-31 | $49k | 6.0k | 8.17 |
2017-09-30 | $47k | 6.0k | 7.83 |
2017-06-30 | $41k | 6.0k | 6.83 |
2017-03-31 | $43k | 6.0k | 7.17 |