Dimensional Fund Advisors’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154M | Buy |
3,435,490
+10,754
| +0.3% | +$482K | 0.04% | 684 |
|
|
2025
Q1 | $168M | Buy |
3,424,736
+115,570
| +3% | +$5.67M | 0.04% | 573 |
|
|
2024
Q4 | $154M | Buy |
3,309,166
+216,000
| +7% | +$10.1M | 0.04% | 667 |
|
|
2024
Q3 | $146M | Buy |
3,093,166
+136,394
| +5% | +$6.44M | 0.04% | 716 |
|
|
2024
Q2 | $126M | Buy |
2,956,772
+154,441
| +6% | +$6.6M | 0.03% | 764 |
|
|
2024
Q1 | $120M | Buy |
2,802,331
+134,254
| +5% | +$5.76M | 0.03% | 808 |
|
|
2023
Q4 | $119M | Buy |
2,668,077
+9,746
| +0.4% | +$434K | 0.03% | 760 |
|
|
2023
Q3 | $108M | Sell |
2,658,331
-87,214
| -3% | -$3.54M | 0.04% | 727 |
|
|
2023
Q2 | $130M | Buy |
2,745,545
+41,300
| +2% | +$1.95M | 0.04% | 612 |
|
|
2023
Q1 | $144M | Sell |
2,704,245
-28,694
| -1% | -$1.53M | 0.05% | 525 |
|
|
2022
Q4 | $136K | Sell |
2,732,939
-94,711
| -3% | -$4.7K | 0.04% | 553 |
|
|
2022
Q3 | $109M | Buy |
2,827,650
+18,463
| +0.7% | +$715K | 0.04% | 629 |
|
|
2022
Q2 | $125M | Buy |
2,809,187
+20,807
| +0.7% | +$927K | 0.04% | 557 |
|
|
2022
Q1 | $128M | Buy |
2,788,380
+51,557
| +2% | +$2.36M | 0.04% | 654 |
|
|
2021
Q4 | $112M | Sell |
2,736,823
-99,822
| -4% | -$4.1M | 0.03% | 785 |
|
|
2021
Q3 | $98.7M | Buy |
2,836,645
+320,328
| +13% | +$11.2M | 0.03% | 838 |
|
|
2021
Q2 | $99.6M | Buy |
2,516,317
+294,246
| +13% | +$11.6M | 0.03% | 861 |
|
|
2021
Q1 | $88.6M | Buy |
2,222,071
+214,889
| +11% | +$8.57M | 0.03% | 929 |
|
|
2020
Q4 | $71.4M | Buy |
2,007,182
+34,052
| +2% | +$1.21M | 0.03% | 1064 |
|
|
2020
Q3 | $53.3M | Buy |
1,973,130
+156,322
| +9% | +$4.22M | 0.02% | 1141 |
|
|
2020
Q2 | $59.3M | Sell |
1,816,808
-2,529
| -0.1% | -$82.6K | 0.03% | 1053 |
|
|
2020
Q1 | $61.8M | Buy |
1,819,337
+19,719
| +1% | +$670K | 0.03% | 817 |
|
|
2019
Q4 | $80.2M | Buy |
1,799,618
+5,768
| +0.3% | +$257K | 0.03% | 928 |
|
|
2019
Q3 | $81.1M | Sell |
1,793,850
-4,409
| -0.2% | -$199K | 0.03% | 878 |
|
|
2019
Q2 | $89.5M | Sell |
1,798,259
-20,032
| -1% | -$997K | 0.03% | 796 |
|
|
2019
Q1 | $90.5M | Sell |
1,818,291
-38,590
| -2% | -$1.92M | 0.04% | 754 |
|
|
2018
Q4 | $84.8M | Buy |
1,856,881
+10,534
| +0.6% | +$481K | 0.04% | 696 |
|
|
2018
Q3 | $85.1M | Buy |
1,846,347
+58,636
| +3% | +$2.7M | 0.03% | 859 |
|
|
2018
Q2 | $80M | Buy |
1,787,711
+200,006
| +13% | +$8.95M | 0.03% | 872 |
|
|
2018
Q1 | $63.7M | Buy |
1,587,705
+36,167
| +2% | +$1.45M | 0.03% | 1064 |
|
|
2017
Q4 | $62.4M | Sell |
1,551,538
-129,198
| -8% | -$5.19M | 0.03% | 1094 |
|
|
2017
Q3 | $70.8M | Sell |
1,680,736
-17,930
| -1% | -$756K | 0.03% | 890 |
|
|
2017
Q2 | $67.4M | Sell |
1,698,666
-363
| -0% | -$14.4K | 0.03% | 881 |
|
|
2017
Q1 | $67.3M | Buy |
1,699,029
+17,238
| +1% | +$683K | 0.03% | 841 |
|
|
2016
Q4 | $59.7M | Buy |
1,681,791
+6,789
| +0.4% | +$241K | 0.03% | 922 |
|
|
2016
Q3 | $55M | Sell |
1,675,002
-5,169
| -0.3% | -$170K | 0.03% | 931 |
|
|
2016
Q2 | $64.8M | Buy |
1,680,171
+92,693
| +6% | +$3.57M | 0.04% | 708 |
|
|
2016
Q1 | $57.8M | Buy |
1,587,478
+7,180
| +0.5% | +$262K | 0.03% | 758 |
|
|
2015
Q4 | $52.1M | Buy |
1,580,298
+14,959
| +1% | +$493K | 0.03% | 814 |
|
|
2015
Q3 | $47M | Buy |
1,565,339
+37,830
| +2% | +$1.14M | 0.03% | 858 |
|
|
2015
Q2 | $42.1M | Buy |
1,527,509
+75,768
| +5% | +$2.09M | 0.03% | 1042 |
|
|
2015
Q1 | $45.1M | Buy |
1,451,741
+100,137
| +7% | +$3.11M | 0.03% | 935 |
|
|
2014
Q4 | $41.4M | Buy |
1,351,604
+88,386
| +7% | +$2.7M | 0.03% | 950 |
|
|
2014
Q3 | $31.9M | Buy |
1,263,218
+58,470
| +5% | +$1.48M | 0.02% | 1093 |
|
|
2014
Q2 | $34.4M | Buy |
1,204,748
+112,992
| +10% | +$3.23M | 0.02% | 1054 |
|
|
2014
Q1 | $27.2M | Buy |
1,091,756
+62,288
| +6% | +$1.55M | 0.02% | 1231 |
|
|
2013
Q4 | $23.8M | Buy |
1,029,468
+47,298
| +5% | +$1.09M | 0.02% | 1344 |
|
|
2013
Q3 | $21.6M | Buy |
982,170
+70,322
| +8% | +$1.55M | 0.02% | 1329 |
|
|
2013
Q2 | $18.9M | Buy |
+911,848
| New | +$18.9M | 0.02% | 1346 |
|