BC
NJR icon

Blackstart Capital’s New Jersey Resources NJR Stock Holding History

Blackstart Capital’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
2020
Q2 		$6.44M Buy
+197,176
New +$6.53M 4.27% 8
2018
Q2 		– Sell
-165,315
Closed -$6.63M – 39
2018
Q1 		$6.63M Sell
165,315
-129,898
-44% -$5.06M 2.22% 18
2017
Q4 		$11.9M Buy
295,213
+13,050
+5% +$561K 4.73% 7
2017
Q3 		$11.9M Sell
282,163
-49,309
-15% -$2.09M 4.61% 10
2017
Q2 		$13.2M Buy
331,472
+62,047
+23% +$2.55M 5.29% 4
2017
Q1 		$10.7M Buy
269,425
+1,839
+0.7% +$69.4K 5.26% 8
2016
Q4 		$9.5M Buy
+267,586
New +$9.08M 5.94% 7

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstart Capital's NJR Position: Q2 2020 in Review

Blackstart Capital opened a new position in New Jersey Resources (NJR) in Q2 2020: 197,176 shares worth $6.44M. The stake represents 4.27% of the portfolio and ranks #8 among its holdings. This is a return to the name: Blackstart Capital previously reported a position in NJR as recently as Q1 2018.

Blackstart Capital first reported a position in NJR in Q4 2016 and has held it in 7 quarters since. The position peaked at $13.2M in Q2 2017. 260 funds tracked by Wall St. Rank hold NJR as of Q2 2020.

  • Blackstart Capital held 197,176 shares of New Jersey Resources worth $6.44M as of Q2 2020.
  • New Jersey Resources was a new Blackstart Capital position in Q2 2020.
  • New Jersey Resources made up 4.27% of Blackstart Capital's portfolio in Q2 2020, its #8 holding.
  • Blackstart Capital first reported a position in New Jersey Resources in Q4 2016 and has held it in 7 quarters since.
  • Blackstart Capital's New Jersey Resources position peaked at $13.2M in Q2 2017.
  • 260 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2020.

Based on Blackstart Capital's 13F filing for Q2 2020, filed 14 Aug 2020.