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Aperio Group’s New Jersey Resources NJR Stock Holding History

Aperio 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
2020
Q4 		$2.58M Sell
72,674
-2,759
-4% -$89.8K 0.01% 1116
2020
Q3 		$2.04M Buy
75,433
+525
+0.7% +$16K 0.01% 1107
2020
Q2 		$2.45M Buy
74,908
+19,503
+35% +$646K 0.01% 1022
2020
Q1 		$1.88M Buy
55,405
+4,464
+9% +$174K 0.01% 1038
2019
Q4 		$2.27M Buy
50,941
+4,579
+10% +$198K 0.01% 1034
2019
Q3 		$2.1M Sell
46,362
-13,105
-22% -$614K 0.01% 1038
2019
Q2 		$2.96M Sell
59,467
-14,737
-20% -$726K 0.01% 902
2019
Q1 		$3.69M Sell
74,204
-938
-1% -$44.6K 0.02% 796
2018
Q4 		$3.43M Buy
75,142
+16,784
+29% +$792K 0.02% 780
2018
Q3 		$2.69M Buy
58,358
+681
+1% +$31.4K 0.01% 900
2018
Q2 		$2.58M Buy
57,677
+4,623
+9% +$195K 0.01% 903
2018
Q1 		$2.13M Sell
53,054
-7,366
-12% -$287K 0.01% 979
2017
Q4 		$2.43M Sell
60,420
-1,903
-3% -$81.8K 0.01% 922
2017
Q3 		$2.63M Buy
62,323
+2,685
+5% +$114K 0.01% 834
2017
Q2 		$2.37M Buy
59,638
+3,847
+7% +$158K 0.01% 844
2017
Q1 		$2.21M Sell
55,791
-519
-0.9% -$19.6K 0.02% 834
2016
Q4 		$2M Buy
56,310
+9,932
+21% +$337K 0.02% 824
2016
Q3 		$1.52M Sell
46,378
-358
-0.8% -$12.7K 0.01% 937
2016
Q2 		$1.8M Sell
46,736
-1,058
-2% -$38.2K 0.01% 850
2016
Q1 		$1.74M Buy
47,794
+3,573
+8% +$124K 0.01% 832
2015
Q4 		$1.46M Buy
44,221
+4,522
+11% +$139K 0.01% 866
2015
Q3 		$1.19M Buy
39,699
+3,087
+8% +$87.8K 0.01% 912
2015
Q2 		$1.01M Sell
36,612
-664
-2% -$19.9K 0.01% 962
2015
Q1 		$1.16M Buy
37,276
+3,772
+11% +$118K 0.01% 884
2014
Q4 		$1.02M Buy
33,504
+7,834
+31% +$223K 0.01% 895
2014
Q3 		$648K Sell
25,670
-14
-0.1% -$368 0.01% 1023
2014
Q2 		$734K Buy
25,684
+5,590
+28% +$145K 0.01% 964
2014
Q1 		$500K Buy
+20,094
New +$461K 0.01% 1330
2013
Q4 		– Sell
-20,932
Closed -$471K – 1401
2013
Q3 		$461K Buy
20,932
+2,130
+11% +$46.7K 0.01% 1171
2013
Q2 		$390K Buy
+18,802
New +$425K 0.01% 1144

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aperio Group's NJR Position: Q4 2020 in Review

Aperio Group reduced its New Jersey Resources (NJR) stake by 3.7% in Q4 2020, selling an estimated $89.8K and leaving 72,674 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #1116.

Aperio Group first reported a position in NJR in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.69M in Q1 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q4 2020.

  • Aperio Group held 72,674 shares of New Jersey Resources worth $2.58M as of Q4 2020.
  • Aperio Group sold 2,759 New Jersey Resources shares in Q4 2020, an estimated $89.8K.
  • New Jersey Resources made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1116 holding.
  • Aperio Group first reported a position in New Jersey Resources in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's New Jersey Resources position peaked at $3.69M in Q1 2019.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.