Bank of Nova Scotia
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Bank of Nova Scotia’s New Jersey Resources NJR Stock Holding History

Bank of Nova Scotia’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 		– Sell
-6,151
Closed -$327K – 1112
2023
Q1 		$327K Buy
+6,151
New +$313K ﹤0.01% 951
2021
Q2 		– Sell
-11,743
Closed -$468K – 1132
2021
Q1 		$468K Sell
11,743
-2,434
-17% -$92.8K ﹤0.01% 953
2020
Q4 		$504K Sell
14,177
-485
-3% -$15.8K ﹤0.01% 906
2020
Q3 		$396K Buy
14,662
+941
+7% +$28.6K ﹤0.01% 923
2020
Q2 		$448K Buy
+13,721
New +$455K ﹤0.01% 785

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

Bank of Nova Scotia's NJR Position: Q2 2023 in Review

Bank of Nova Scotia sold out of New Jersey Resources (NJR) in Q2 2023, closing a stake of 6,151 shares — an estimated $327K sold.

Bank of Nova Scotia first reported a position in NJR in Q2 2020 and held it in 5 quarters. The position peaked at $504K in Q4 2020. 342 funds tracked by Wall St. Rank hold NJR as of Q2 2023.

  • Bank of Nova Scotia reported no remaining New Jersey Resources position as of Q2 2023 after selling out during the quarter.
  • Bank of Nova Scotia sold 6,151 New Jersey Resources shares in Q2 2023, an estimated $327K.
  • Bank of Nova Scotia first reported a position in New Jersey Resources in Q2 2020 and held it in 5 quarters.
  • Bank of Nova Scotia's New Jersey Resources position peaked at $504K in Q4 2020.
  • 342 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2023.

Based on Bank of Nova Scotia's 13F filing for Q2 2023, filed 3 Aug 2023.