Baldrige Asset Management’s New Jersey Resources NJR Stock Holding History

Baldrige Asset Management’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 Q1	$48K	Hold	900	–	–	0.02%	179
2022 Q4	$45K	Hold	900	–	–	0.02%	180
2022 Q3	$35K	Hold	900	–	–	0.02%	185
2022 Q2	$40K	Hold	900	–	–	0.02%	181
2022 Q1	$41K	Hold	900	–	–	0.02%	191
2021 Q4	$37K	Hold	900	–	–	0.01%	194
2021 Q3	$31K	Hold	900	–	–	0.01%	198
2021 Q2	$36K	Buy	+900	New	+$38K	0.02%	188

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Baldrige Asset Management's NJR Position: Q1 2023 in Review

Baldrige Asset Management held its New Jersey Resources (NJR) position steady in Q1 2023 at 900 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #179.

Baldrige Asset Management first reported a position in NJR in Q2 2021 and has held it in 8 quarters since. 321 funds tracked by Wall St. Rank hold NJR as of Q1 2023.

Baldrige Asset Management held 900 shares of New Jersey Resources worth $48K as of Q1 2023.
Baldrige Asset Management left its New Jersey Resources share count unchanged in Q1 2023.
New Jersey Resources made up 0.02% of Baldrige Asset Management's portfolio in Q1 2023, its #179 holding.
Baldrige Asset Management first reported a position in New Jersey Resources in Q2 2021 and has held it in 8 quarters since.
321 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.