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Bruce G. Allen Investments’s New Jersey Resources NJR Stock Holding History

Bruce G. Allen Investments’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
Q4 		– Sell
-8
Closed -$378 – 1130
2024
Q3 		$378 Buy
+8
New +$365 ﹤0.01% 1001

Other funds holding NJR

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bruce G. Allen Investments's NJR Position: Q4 2024 in Review

Bruce G. Allen Investments sold out of New Jersey Resources (NJR) in Q4 2024, closing a stake of 8 shares — an estimated $378 sold.

Bruce G. Allen Investments first reported a position in NJR in Q3 2024 and held it in 1 quarter. The position peaked at $378 in Q3 2024. 394 funds tracked by Wall St. Rank hold NJR as of Q4 2024.

  • Bruce G. Allen Investments reported no remaining New Jersey Resources position as of Q4 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 8 New Jersey Resources shares in Q4 2024, an estimated $378.
  • Bruce G. Allen Investments first reported a position in New Jersey Resources in Q3 2024 and held it in 1 quarter.
  • Bruce G. Allen Investments's New Jersey Resources position peaked at $378 in Q3 2024.
  • 394 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2024.

Based on Bruce G. Allen Investments's 13F filing for Q4 2024, filed 10 Jan 2025.