Brandywine Global Investment Management’s New Jersey Resources NJR Stock Holding History

Brandywine Global Investment 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
2024 Q1	–	Sell	-42,929	Closed	-$1.91M	–	732
2023 Q4	$1.91M	Buy	+42,929	New	+$1.83M	0.02%	572
2015 Q2	–	Sell	-382,040	Closed	-$11.9M	–	1013
2015 Q1	$11.9M	Buy	382,040 +115,628	+43%	+$3.63M	0.08%	240
2014 Q4	$8.15M	Hold	266,412	–	–	0.05%	325
2014 Q3	$6.73M	Buy	266,412 +52,388	+24%	+$1.38M	0.05%	341
2014 Q2	$6.12M	Buy	+214,024	New	+$5.56M	0.05%	335

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brandywine Global Investment Management's NJR Position: Q1 2024 in Review

Brandywine Global Investment Management sold out of New Jersey Resources (NJR) in Q1 2024, closing a stake of 42,929 shares — an estimated $1.91M sold.

Brandywine Global Investment Management first reported a position in NJR in Q2 2014 and held it in 5 quarters. The position peaked at $11.9M in Q1 2015. 336 funds tracked by Wall St. Rank hold NJR as of Q1 2024.

Brandywine Global Investment Management reported no remaining New Jersey Resources position as of Q1 2024 after selling out during the quarter.
Brandywine Global Investment Management sold 42,929 New Jersey Resources shares in Q1 2024, an estimated $1.91M.
Brandywine Global Investment Management first reported a position in New Jersey Resources in Q2 2014 and held it in 5 quarters.
Brandywine Global Investment Management's New Jersey Resources position peaked at $11.9M in Q1 2015.
336 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2024.

Based on Brandywine Global Investment Management's 13F filing for Q1 2024, filed 13 May 2024.