Denali Advisors’s New Jersey Resources NJR Stock Holding History

Denali Advisors’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
2024 Q2	–	Sell	-24	Closed	-$1.03K	–	361
2024 Q1	$1.03K	Hold	24	–	–	﹤0.01%	432
2023 Q4	$1.07K	Hold	24	–	–	﹤0.01%	435
2023 Q3	$975	Buy	+24	New	+$1.05K	﹤0.01%	447

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Denali Advisors's NJR Position: Q2 2024 in Review

Denali Advisors sold out of New Jersey Resources (NJR) in Q2 2024, closing a stake of 24 shares — an estimated $1.03K sold.

Denali Advisors first reported a position in NJR in Q3 2023 and held it in 3 quarters. The position peaked at $1.07K in Q4 2023. 332 funds tracked by Wall St. Rank hold NJR as of Q2 2024.

Denali Advisors reported no remaining New Jersey Resources position as of Q2 2024 after selling out during the quarter.
Denali Advisors sold 24 New Jersey Resources shares in Q2 2024, an estimated $1.03K.
Denali Advisors first reported a position in New Jersey Resources in Q3 2023 and held it in 3 quarters.
Denali Advisors's New Jersey Resources position peaked at $1.07K in Q4 2023.
332 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.