Disciplined Investments’s New Jersey Resources NJR Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-20	Closed	-$944	–	1051
2023 Q2	$944	Sell	20 -2	-9%	-$101	﹤0.01%	994
2023 Q1	$1.17K	Buy	22 +2	+10%	+$102	﹤0.01%	892
2022 Q4	$992	Sell	20 -2	-9%	-$91	﹤0.01%	909
2022 Q3	$1K	Sell	22 -2	-8%	-$89	﹤0.01%	1005
2022 Q2	$1K	Buy	24 +5	+26%	+$225	﹤0.01%	1027
2022 Q1	$1K	Buy	+19	New	+$791	﹤0.01%	1092

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

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

Norges Bank Oslo, Norway $935B AUM

Disciplined Investments's NJR Position: Q3 2023 in Review

Disciplined Investments sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 20 shares — an estimated $944 sold.

Disciplined Investments first reported a position in NJR in Q1 2022 and held it in 6 quarters. The position peaked at $1.17K in Q1 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

Disciplined Investments reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 20 New Jersey Resources shares in Q3 2023, an estimated $944.
Disciplined Investments first reported a position in New Jersey Resources in Q1 2022 and held it in 6 quarters.
Disciplined Investments's New Jersey Resources position peaked at $1.17K in Q1 2023.
320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.