Affinia Financial Group’s New Jersey Resources NJR Stock Holding History

Affinia Financial Group’s Portfolio NJR Stock Details NJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$257K	Hold	5,868	–	–	0.18%	28
2023 Q1	$312K	Sell	5,868 -1	-0%	-$51	0.23%	26
2022 Q4	$299K	Sell	5,869 -4	-0.1%	-$183	0.25%	23
2022 Q3	$228K	Hold	5,873	–	–	0.26%	24
2022 Q2	$257K	Hold	5,873	–	–	0.22%	25
2022 Q1	$275K	Sell	5,873 -3	-0.1%	-$125	0.21%	23
2021 Q4	$230K	Buy	5,876 +46	+0.8%	+$1.78K	0.15%	27
2021 Q3	$222K	Hold	5,830	–	–	0.14%	30
2021 Q2	$232K	Hold	5,830	–	–	0.14%	30
2021 Q1	$251K	Buy	+5,830	New	+$222K	0.16%	25

Other funds holding NJR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return