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BOS Asset Management’s New Jersey Resources NJR Stock Holding History

BOS Asset Management’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
2025
Q2 		– Sell
-4,850
Closed -$238K – 182
2025
Q1 		$238K Hold
4,850
– – 0.08% 143
2024
Q4 		$226K Hold
4,850
– – 0.08% 148
2024
Q3 		$229K Hold
4,850
– – 0.08% 144
2024
Q2 		$207K Hold
4,850
– – 0.1% 145
2024
Q1 		$208K Hold
4,850
– – 0.11% 146
2023
Q4 		$216K Sell
4,850
-300
-6% -$12.8K 0.15% 144
2023
Q3 		$209K Hold
5,150
– – 0.15% 136
2023
Q2 		$243K Hold
5,150
– – 0.19% 111
2023
Q1 		$274K Buy
5,150
+400
+8% +$20.4K 0.23% 95
2022
Q4 		$236K Buy
+4,750
New +$217K 0.21% 107

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BOS Asset Management's NJR Position: Q2 2025 in Review

BOS Asset Management sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 4,850 shares — an estimated $238K sold.

BOS Asset Management first reported a position in NJR in Q4 2022 and held it in 10 quarters. The position peaked at $274K in Q1 2023. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

  • BOS Asset Management reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
  • BOS Asset Management sold 4,850 New Jersey Resources shares in Q2 2025, an estimated $238K.
  • BOS Asset Management first reported a position in New Jersey Resources in Q4 2022 and held it in 10 quarters.
  • BOS Asset Management's New Jersey Resources position peaked at $274K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on BOS Asset Management's 13F filing for Q2 2025, filed 16 Jul 2025.