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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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caldwell Trust's NJR Position: Q2 2023 in Review

Caldwell Trust sold out of New Jersey Resources (NJR) in Q2 2023, closing a stake of 30 shares — an estimated $1.6K sold.

Caldwell Trust first reported a position in NJR in Q2 2021 and held it in 8 quarters. The position peaked at $1.6K in Q1 2023. 341 funds tracked by Wall St. Rank hold NJR as of Q2 2023.

  • Caldwell Trust reported no remaining New Jersey Resources position as of Q2 2023 after selling out during the quarter.
  • Caldwell Trust sold 30 New Jersey Resources shares in Q2 2023, an estimated $1.6K.
  • Caldwell Trust first reported a position in New Jersey Resources in Q2 2021 and held it in 8 quarters.
  • Caldwell Trust's New Jersey Resources position peaked at $1.6K in Q1 2023.
  • 341 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2023.

Based on Caldwell Trust's 13F filing for Q2 2023, filed 1 Oct 2025.