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Catalyst Funds Management’s New Jersey Resources NJR Stock Holding History

Catalyst Funds 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
Q4 		– Sell
-300
Closed -$14.2K – 933
2024
Q3 		$14.2K Buy
+300
New +$13.7K ﹤0.01% 1133
2024
Q2 		– Sell
-1,100
Closed -$47.2K – 1452
2024
Q1 		$47.2K Buy
+1,100
New +$46.4K 0.01% 576

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Catalyst Funds Management's NJR Position: Q4 2024 in Review

Catalyst Funds Management sold out of New Jersey Resources (NJR) in Q4 2024, closing a stake of 300 shares — an estimated $14.2K sold.

Catalyst Funds Management first reported a position in NJR in Q1 2024 and held it in 2 quarters. The position peaked at $47.2K in Q1 2024. 393 funds tracked by Wall St. Rank hold NJR as of Q4 2024.

  • Catalyst Funds Management reported no remaining New Jersey Resources position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 300 New Jersey Resources shares in Q4 2024, an estimated $14.2K.
  • Catalyst Funds Management first reported a position in New Jersey Resources in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's New Jersey Resources position peaked at $47.2K in Q1 2024.
  • 393 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.