AGF Investments Inc’s New Jersey Resources NJR Stock Holding History

AGF Investments Inc’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
2021 Q2	–	Sell	-4,650	Closed	-$185K	–	787
2021 Q1	$185K	Sell	4,650 -367	-7%	-$14K	﹤0.01%	629
2020 Q4	$178K	Sell	5,017 -7,207	-59%	-$235K	﹤0.01%	657
2020 Q3	$330K	Buy	12,224 +3,543	+41%	+$108K	﹤0.01%	556
2020 Q2	$283K	Buy	+8,681	New	+$288K	﹤0.01%	570
2016 Q2	–	Sell	-408	Closed	-$15K	–	485
2016 Q1	$15K	Hold	408	–	–	﹤0.01%	410
2015 Q4	$13K	Hold	408	–	–	﹤0.01%	408
2015 Q3	$12K	Hold	408	–	–	﹤0.01%	422
2015 Q2	$11K	Buy	+408	New	+$12.2K	﹤0.01%	431

Other funds holding NJR

BlackRock New York $5.72T 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

AGF Investments Inc's NJR Position: Q2 2021 in Review

AGF Investments Inc sold out of New Jersey Resources (NJR) in Q2 2021, closing a stake of 4,650 shares — an estimated $185K sold.

AGF Investments Inc first reported a position in NJR in Q2 2015 and held it in 8 quarters. The position peaked at $330K in Q3 2020. 265 funds tracked by Wall St. Rank hold NJR as of Q2 2021.

AGF Investments Inc reported no remaining New Jersey Resources position as of Q2 2021 after selling out during the quarter.
AGF Investments Inc sold 4,650 New Jersey Resources shares in Q2 2021, an estimated $185K.
AGF Investments Inc first reported a position in New Jersey Resources in Q2 2015 and held it in 8 quarters.
AGF Investments Inc's New Jersey Resources position peaked at $330K in Q3 2020.
265 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2021.

Based on AGF Investments Inc's 13F filing for Q2 2021, filed 10 Aug 2021.