Clark Capital Management Group’s New Jersey Resources NJR Stock Holding History

Clark Capital Management Group’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
2019 Q3	–	Sell	-4,450	Closed	-$221K	–	316
2019 Q2	$221K	Hold	4,450	–	–	﹤0.01%	282
2019 Q1	$222K	Hold	4,450	–	–	0.01%	281
2018 Q4	$203K	Hold	4,450	–	–	0.01%	284
2018 Q3	$205K	Buy	+4,450	New	+$205K	0.01%	274

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

Clark Capital Management Group's NJR Position: Q3 2019 in Review

Clark Capital Management Group sold out of New Jersey Resources (NJR) in Q3 2019, closing a stake of 4,450 shares — an estimated $221K sold.

Clark Capital Management Group first reported a position in NJR in Q3 2018 and held it in 4 quarters. The position peaked at $222K in Q1 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q3 2019.

Clark Capital Management Group reported no remaining New Jersey Resources position as of Q3 2019 after selling out during the quarter.
Clark Capital Management Group sold 4,450 New Jersey Resources shares in Q3 2019, an estimated $221K.
Clark Capital Management Group first reported a position in New Jersey Resources in Q3 2018 and held it in 4 quarters.
Clark Capital Management Group's New Jersey Resources position peaked at $222K in Q1 2019.
268 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2019.

Based on Clark Capital Management Group's 13F filing for Q3 2019, filed 6 Nov 2019.