Concourse Financial Group Securities’s New Jersey Resources NJR Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-3,875	Closed	-$181K	–	1358
2024 Q4	$181K	Buy	+3,875	New	+$184K	0.01%	761
2023 Q3	–	Sell	-19	Closed	-$832	–	2383
2023 Q2	$904	Buy	19 +9	+90%	+$454	﹤0.01%	2153
2023 Q1	$535	Hold	10	–	–	﹤0.01%	2244
2022 Q4	$500	Hold	10	–	–	﹤0.01%	2230
2022 Q3	$0	Buy	+10	New	+$446	﹤0.01%	2201

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Concourse Financial Group Securities's NJR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 3,875 shares — an estimated $181K sold.

Concourse Financial Group Securities first reported a position in NJR in Q3 2022 and held it in 5 quarters. The position peaked at $181K in Q4 2024. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

Concourse Financial Group Securities reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 3,875 New Jersey Resources shares in Q1 2025, an estimated $181K.
Concourse Financial Group Securities first reported a position in New Jersey Resources in Q3 2022 and held it in 5 quarters.
Concourse Financial Group Securities's New Jersey Resources position peaked at $181K in Q4 2024.
400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.