Chevy Chase Trust’s New Jersey Resources NJR Stock Holding History

Chevy Chase 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
2020 Q1	–	Sell	-1,800	Closed	-$80K	–	882
2019 Q4	$80K	Buy	+1,800	New	+$77.8K	﹤0.01%	751

Other funds holding NJR

BlackRock New York $5.72T 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Chevy Chase Trust's NJR Position: Q1 2020 in Review

Chevy Chase Trust sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 1,800 shares — an estimated $80K sold.

Chevy Chase Trust first reported a position in NJR in Q4 2019 and held it in 1 quarter. The position peaked at $80K in Q4 2019. 247 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

Chevy Chase Trust reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 1,800 New Jersey Resources shares in Q1 2020, an estimated $80K.
Chevy Chase Trust first reported a position in New Jersey Resources in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's New Jersey Resources position peaked at $80K in Q4 2019.
247 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.