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Beacon Capital Management LLC (Tennessee)’s New Jersey Resources NJR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q4 		– Sell
-400
Closed -$18.9K – 1166
2024
Q3 		$18.9K Buy
+400
New +$18.3K ﹤0.01% 499

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Wells Fargo
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Geode Capital Management
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Norges Bank
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s NJR Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of New Jersey Resources (NJR) in Q4 2024, closing a stake of 400 shares — an estimated $18.9K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NJR in Q3 2024 and held it in 1 quarter. The position peaked at $18.9K in Q3 2024. 393 funds tracked by Wall St. Rank hold NJR as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining New Jersey Resources position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 400 New Jersey Resources shares in Q4 2024, an estimated $18.9K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in New Jersey Resources in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s New Jersey Resources position peaked at $18.9K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.