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CIM Investment Management’s New Jersey Resources NJR Stock Holding History

CIM Investment 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
2023
Q3 		– Sell
-4,306
Closed -$203K – 286
2023
Q2 		$203K Hold
4,306
– – 0.07% 252
2023
Q1 		$229K Buy
4,306
+148
+4% +$7.54K 0.08% 227
2022
Q4 		$206K Buy
+4,158
New +$190K 0.08% 220
2021
Q1 		– Sell
-9,844
Closed -$350K – 317
2020
Q4 		$350K Hold
9,844
– – 0.11% 186
2020
Q3 		$266K Buy
9,844
+142
+1% +$4.32K 0.1% 190
2020
Q2 		$317K Buy
+9,702
New +$321K 0.13% 162
2019
Q4 		– Sell
-8,016
Closed -$362K – 277
2019
Q3 		$362K Hold
8,016
– – 0.14% 190
2019
Q2 		$399K Buy
+8,016
New +$395K 0.15% 169
2018
Q3 		– Sell
-7,993
Closed -$358K – 342
2018
Q2 		$358K Hold
7,993
– – 0.12% 242
2018
Q1 		$321K Hold
7,993
– – 0.11% 251
2017
Q4 		$321K Sell
7,993
-126
-2% -$5.41K 0.11% 248
2017
Q3 		$342K Hold
8,119
– – 0.12% 230
2017
Q2 		$322K Sell
8,119
-257
-3% -$10.5K 0.11% 257
2017
Q1 		$332K Hold
8,376
– – 0.11% 244
2016
Q4 		$297K Hold
8,376
– – 0.11% 261
2016
Q3 		$275K Buy
8,376
+320
+4% +$11.3K 0.1% 268
2016
Q2 		$311K Buy
8,056
+810
+11% +$29.2K 0.13% 207
2016
Q1 		$264K Sell
7,246
-5,392
-43% -$187K 0.12% 216
2015
Q4 		$417K Hold
12,638
– – 0.19% 140
2015
Q3 		$380K Buy
12,638
+1,514
+14% +$43K 0.18% 144
2015
Q2 		$306K Hold
11,124
– – 0.13% 161
2015
Q1 		$346K Hold
11,124
– – 0.15% 150
2014
Q4 		$340K Buy
11,124
+1,538
+16% +$43.7K 0.16% 146
2014
Q3 		$242K Buy
9,586
+1,736
+22% +$45.7K 0.12% 154
2014
Q2 		$224K Sell
7,850
-242
-3% -$6.29K 0.11% 152
2014
Q1 		$201K Buy
+8,092
New +$186K 0.09% 193

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CIM Investment Management's NJR Position: Q3 2023 in Review

CIM Investment Management sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 4,306 shares — an estimated $203K sold.

CIM Investment Management first reported a position in NJR in Q1 2014 and held it in 26 quarters. The position peaked at $417K in Q4 2015. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

  • CIM Investment Management reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
  • CIM Investment Management sold 4,306 New Jersey Resources shares in Q3 2023, an estimated $203K.
  • CIM Investment Management first reported a position in New Jersey Resources in Q1 2014 and held it in 26 quarters.
  • CIM Investment Management's New Jersey Resources position peaked at $417K in Q4 2015.
  • 320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on CIM Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.