Berman Capital Advisors’s New Jersey Resources NJR Stock Holding History

Berman Capital Advisors’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
2021 Q3	$22K	Buy	639 +144	+29%	+$5.45K	﹤0.01%	947
2021 Q2	$19K	Buy	495 +30	+6%	+$1.27K	﹤0.01%	928
2021 Q1	$18K	Sell	465 -26	-5%	-$991	﹤0.01%	823
2020 Q4	$17K	Buy	491 +189	+63%	+$6.15K	﹤0.01%	721
2020 Q3	$8K	Buy	302 +72	+31%	+$2.19K	﹤0.01%	880
2020 Q2	$7K	Buy	230 +197	+597%	+$6.53K	﹤0.01%	888
2020 Q1	$1K	Sell	33 -31	-48%	-$1.21K	﹤0.01%	1333
2019 Q4	$2K	Hold	64	–	–	﹤0.01%	1221
2019 Q3	$2K	Hold	64	–	–	﹤0.01%	1204
2019 Q2	$3K	Hold	64	–	–	﹤0.01%	1108
2019 Q1	$3K	Hold	64	–	–	﹤0.01%	1015
2018 Q4	$2K	Buy	+64	New	+$3.02K	﹤0.01%	883

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

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

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

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

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

Berman Capital Advisors's NJR Position: Q3 2021 in Review

Berman Capital Advisors increased its New Jersey Resources (NJR) stake by 29% in Q3 2021, buying an estimated $5.45K and bringing the position to 639 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Berman Capital Advisors first reported a position in NJR in Q4 2018 and has held it in 12 quarters since. 256 funds tracked by Wall St. Rank hold NJR as of Q3 2021.

Berman Capital Advisors held 639 shares of New Jersey Resources worth $22K as of Q3 2021.
Berman Capital Advisors bought 144 New Jersey Resources shares in Q3 2021, an estimated $5.45K.
New Jersey Resources made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #947 holding.
Berman Capital Advisors first reported a position in New Jersey Resources in Q4 2018 and has held it in 12 quarters since.
256 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.