Caldwell Trust’s New Jersey Resources NJR Stock Holding History

Caldwell Trust’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
2023 Q2	–	Sell	-30	Closed	-$1.6K	–	775
2023 Q1	$1.6K	Hold	30	–	–	﹤0.01%	711
2022 Q4	$1.49K	Hold	30	–	–	﹤0.01%	705
2022 Q3	$1.16K	Hold	30	–	–	﹤0.01%	709
2022 Q2	$1.34K	Hold	30	–	–	﹤0.01%	723
2022 Q1	$1.38K	Hold	30	–	–	﹤0.01%	730
2021 Q4	$1.23K	Hold	30	–	–	﹤0.01%	731
2021 Q3	$1.04K	Hold	30	–	–	﹤0.01%	723
2021 Q2	$1.19K	Buy	+30	New	+$1.27K	﹤0.01%	729

Other funds holding NJR

BlackRock New York $5.7T 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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

First Trust Advisors

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

Bank of New York Mellon

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return