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

Baird 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
2024
Q1 		– Sell
-4,910
Closed -$219K – 1786
2023
Q4 		$219K Sell
4,910
-321
-6% -$13.7K ﹤0.01% 1618
2023
Q3 		$213K Sell
5,231
-10,085
-66% -$441K ﹤0.01% 1611
2023
Q2 		$723K Buy
15,316
+9,656
+171% +$487K ﹤0.01% 1215
2023
Q1 		$301K Sell
5,660
-104
-2% -$5.3K ﹤0.01% 1490
2022
Q4 		$286K Buy
+5,764
New +$263K ﹤0.01% 1473
2022
Q3 		– Sell
-19,768
Closed -$880K – 1794
2022
Q2 		$880K Buy
19,768
+137
+0.7% +$6.15K ﹤0.01% 1133
2022
Q1 		$900K Buy
19,631
+1,416
+8% +$59K ﹤0.01% 1192
2021
Q4 		$747K Sell
18,215
-1,007
-5% -$38.9K ﹤0.01% 1312
2021
Q3 		$669K Sell
19,222
-169
-0.9% -$6.39K ﹤0.01% 1366
2021
Q2 		$767K Sell
19,391
-2,097
-10% -$88.6K ﹤0.01% 1276
2021
Q1 		$857K Buy
21,488
+812
+4% +$31K ﹤0.01% 1181
2020
Q4 		$735K Buy
20,676
+6,263
+43% +$204K ﹤0.01% 1126
2020
Q3 		$390K Buy
+14,413
New +$439K ﹤0.01% 1233

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baird Financial Group's NJR Position: Q1 2024 in Review

Baird Financial Group sold out of New Jersey Resources (NJR) in Q1 2024, closing a stake of 4,910 shares — an estimated $219K sold.

Baird Financial Group first reported a position in NJR in Q3 2020 and held it in 13 quarters. The position peaked at $900K in Q1 2022. 336 funds tracked by Wall St. Rank hold NJR as of Q1 2024.

  • Baird Financial Group reported no remaining New Jersey Resources position as of Q1 2024 after selling out during the quarter.
  • Baird Financial Group sold 4,910 New Jersey Resources shares in Q1 2024, an estimated $219K.
  • Baird Financial Group first reported a position in New Jersey Resources in Q3 2020 and held it in 13 quarters.
  • Baird Financial Group's New Jersey Resources position peaked at $900K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.