Benjamin F. Edwards & Company’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.65M | Buy |
155,658
+14,338
| +10% | +$618K | 0.12% | 185 |
|
|
2024
Q1 | $6.06M | Buy |
141,320
+5,138
| +4% | +$217K | 0.11% | 194 |
|
|
2023
Q4 | $6.07M | Buy |
136,182
+136,020
| +83,963% | +$5.8M | 0.12% | 183 |
|
|
2023
Q3 | $7K | Hold |
162
| – | – | ﹤0.01% | 1481 |
|
|
2023
Q2 | $8K | Sell |
162
-871
| -84% | -$43.9K | ﹤0.01% | 1453 |
|
|
2023
Q1 | $55K | Sell |
1,033
-607
| -37% | -$30.9K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $81K | Sell |
1,640
-112
| -6% | -$5.11K | ﹤0.01% | 955 |
|
|
2022
Q3 | $68K | Buy |
1,752
+672
| +62% | +$30K | ﹤0.01% | 972 |
|
|
2022
Q2 | $48K | Buy |
1,080
+1,011
| +1,465% | +$45.4K | ﹤0.01% | 1047 |
|
|
2022
Q1 | $3K | Sell |
69
-154
| -69% | -$6.41K | ﹤0.01% | 1618 |
|
|
2021
Q4 | $9K | Buy |
223
+154
| +223% | +$5.95K | ﹤0.01% | 1406 |
|
|
2021
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 1641 |
|
|
2021
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 1590 |
|
|
2021
Q1 | $3K | Hold |
69
| – | – | ﹤0.01% | 1581 |
|
|
2020
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 1542 |
|
|
2020
Q3 | $2K | Sell |
69
-125
| -64% | -$3.81K | ﹤0.01% | 1584 |
|
|
2020
Q2 | $6K | Sell |
194
-364
| -65% | -$12.1K | ﹤0.01% | 1391 |
|
|
2020
Q1 | $19K | Sell |
558
-228
| -29% | -$8.9K | ﹤0.01% | 1096 |
|
|
2019
Q4 | $35K | Sell |
786
-47
| -6% | -$2.03K | ﹤0.01% | 1060 |
|
|
2019
Q3 | $38K | Hold |
833
| – | – | ﹤0.01% | 1004 |
|
|
2019
Q2 | $41K | Sell |
833
-47
| -5% | -$2.32K | ﹤0.01% | 960 |
|
|
2019
Q1 | $44K | Sell |
880
-17
| -2% | -$809 | ﹤0.01% | 900 |
|
|
2018
Q4 | $41K | Buy |
897
+116
| +15% | +$5.47K | ﹤0.01% | 886 |
|
|
2018
Q3 | $36K | Sell |
781
-13
| -2% | -$599 | ﹤0.01% | 951 |
|
|
2018
Q2 | $36K | Hold |
794
| – | – | ﹤0.01% | 939 |
|
|
2018
Q1 | $32K | Hold |
794
| – | – | ﹤0.01% | 953 |
|
|
2017
Q4 | $32K | Hold |
794
| – | – | ﹤0.01% | 909 |
|
|
2017
Q3 | $33K | Hold |
794
| – | – | ﹤0.01% | 859 |
|
|
2017
Q2 | $32K | Sell |
794
-391
| -33% | -$16K | ﹤0.01% | 811 |
|
|
2017
Q1 | $47K | Hold |
1,185
| – | – | 0.01% | 682 |
|
|
2016
Q4 | $42K | Sell |
1,185
-340
| -22% | -$11.5K | 0.01% | 648 |
|
|
2016
Q3 | $50K | Buy |
1,525
+340
| +29% | +$12K | 0.01% | 535 |
|
|
2016
Q2 | $46K | Hold |
1,185
| – | – | 0.01% | 533 |
|
|
2016
Q1 | $43K | Hold |
1,185
| – | – | 0.01% | 535 |
|
|
2015
Q4 | $39K | Sell |
1,185
-19
| -2% | -$582 | 0.01% | 571 |
|
|
2015
Q3 | $36K | Buy |
1,204
+173
| +17% | +$4.92K | 0.01% | 593 |
|
|
2015
Q2 | $28K | Buy |
+1,031
| New | +$30.8K | 0.01% | 708 |
|
Other funds holding NJR
Benjamin F. Edwards & Company's NJR Position: Q2 2024 in Review
Benjamin F. Edwards & Company increased its New Jersey Resources (NJR) stake by 10% in Q2 2024, buying an estimated $618K and bringing the position to 155,658 shares worth $6.65M. The position accounts for 0.12% of the portfolio, ranked #185.
Benjamin F. Edwards & Company first reported a position in NJR in Q2 2015 and has held it in 37 quarters since. 332 funds tracked by Wall St. Rank hold NJR as of Q2 2024.
- Benjamin F. Edwards & Company held 155,658 shares of New Jersey Resources worth $6.65M as of Q2 2024.
- Benjamin F. Edwards & Company bought 14,338 New Jersey Resources shares in Q2 2024, an estimated $618K.
- New Jersey Resources made up 0.12% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #185 holding.
- Benjamin F. Edwards & Company first reported a position in New Jersey Resources in Q2 2015 and has held it in 37 quarters since.
- 332 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.