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CX Institutional’s New Jersey Resources NJR Stock Holding History

CX Institutional’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
Q4 		– Sell
-422
Closed -$11K – 891
2020
Q3 		$11K Sell
422
-94
-18% -$2.86K ﹤0.01% 657
2020
Q2 		$17K Buy
516
+484
+1,513% +$16K ﹤0.01% 476
2020
Q1 		$1K Hold
32
– – ﹤0.01% 740
2019
Q4 		$1K Sell
32
-46
-59% -$1.99K ﹤0.01% 717
2019
Q3 		$4K Sell
78
-51
-40% -$2.39K ﹤0.01% 633
2019
Q2 		$6K Sell
129
-513
-80% -$25.3K ﹤0.01% 584
2019
Q1 		$32K Buy
+642
New +$30.6K 0.01% 359

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CX Institutional's NJR Position: Q4 2020 in Review

CX Institutional sold out of New Jersey Resources (NJR) in Q4 2020, closing a stake of 422 shares — an estimated $11K sold.

CX Institutional first reported a position in NJR in Q1 2019 and held it in 7 quarters. The position peaked at $32K in Q1 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q4 2020.

  • CX Institutional reported no remaining New Jersey Resources position as of Q4 2020 after selling out during the quarter.
  • CX Institutional sold 422 New Jersey Resources shares in Q4 2020, an estimated $11K.
  • CX Institutional first reported a position in New Jersey Resources in Q1 2019 and held it in 7 quarters.
  • CX Institutional's New Jersey Resources position peaked at $32K in Q1 2019.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2020.

Based on CX Institutional's 13F filing for Q4 2020, filed 12 Jan 2021.