Brandywine Global Investment Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-42,929
| Closed | -$1.91M | – | 732 |
|
|
2023
Q4 | $1.91M | Buy |
+42,929
| New | +$1.91M | 0.02% | 572 |
|
|
2015
Q2 | – | Sell |
-382,040
| Closed | -$11.9M | – | 1013 |
|
|
2015
Q1 | $11.9M | Buy |
382,040
+115,628
| +43% | +$3.59M | 0.08% | 240 |
|
|
2014
Q4 | $8.15M | Hold |
266,412
| – | – | 0.05% | 325 |
|
|
2014
Q3 | $6.73M | Buy |
266,412
+52,388
| +24% | +$1.32M | 0.05% | 341 |
|
|
2014
Q2 | $6.12M | Buy |
+214,024
| New | +$6.12M | 0.05% | 335 |
|