Evergreen Capital Management’s New Jersey Resources NJR Stock Holding History

Evergreen Capital Management’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 Q1	–	Sell	-5,705	Closed	-$254K	–	457
2019 Q4	$254K	Hold	5,705	–	–	0.02%	377
2019 Q3	$258K	Hold	5,705	–	–	0.02%	331
2019 Q2	$284K	Sell	5,705 -30	-0.5%	-$1.48K	0.03%	325
2019 Q1	$286K	Sell	5,735 -198	-3%	-$9.43K	0.03%	295
2018 Q4	$271K	Hold	5,933	–	–	0.03%	290
2018 Q3	$274K	Buy	5,933 +228	+4%	+$10.5K	0.02%	308
2018 Q2	$255K	Hold	5,705	–	–	0.02%	302
2018 Q1	$229K	Buy	+5,705	New	+$222K	0.02%	310

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Evergreen Capital Management's NJR Position: Q1 2020 in Review

Evergreen Capital Management sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 5,705 shares — an estimated $254K sold.

Evergreen Capital Management first reported a position in NJR in Q1 2018 and held it in 8 quarters. The position peaked at $286K in Q1 2019. 247 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

Evergreen Capital Management reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
Evergreen Capital Management sold 5,705 New Jersey Resources shares in Q1 2020, an estimated $254K.
Evergreen Capital Management first reported a position in New Jersey Resources in Q1 2018 and held it in 8 quarters.
Evergreen Capital Management's New Jersey Resources position peaked at $286K in Q1 2019.
247 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.