Fiduciary Trust’s New Jersey Resources NJR Stock Holding History

Fiduciary Trust’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 Q1	–	Sell	-10,000	Closed	-$446K	–	649
2023 Q4	$446K	Hold	10,000	–	–	0.01%	466
2023 Q3	$406K	Hold	10,000	–	–	0.01%	472
2023 Q2	$472K	Hold	10,000	–	–	0.01%	452
2023 Q1	$532K	Hold	10,000	–	–	0.01%	428
2022 Q4	$496K	Hold	10,000	–	–	0.01%	446
2022 Q3	$387K	Hold	10,000	–	–	0.01%	476
2022 Q2	$445K	Hold	10,000	–	–	0.01%	466
2022 Q1	$459K	Hold	10,000	–	–	0.01%	486
2021 Q4	$411K	Hold	10,000	–	–	0.01%	503
2021 Q3	$348K	Hold	10,000	–	–	0.01%	539
2021 Q2	$396K	Hold	10,000	–	–	0.01%	504
2021 Q1	$399K	Hold	10,000	–	–	0.01%	490
2020 Q4	$356K	Buy	+10,000	New	+$325K	0.01%	475

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

Norges Bank Oslo, Norway $935B AUM

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

Fiduciary Trust's NJR Position: Q1 2024 in Review

Fiduciary Trust sold out of New Jersey Resources (NJR) in Q1 2024, closing a stake of 10,000 shares — an estimated $446K sold.

Fiduciary Trust first reported a position in NJR in Q4 2020 and held it in 13 quarters. The position peaked at $532K in Q1 2023. 336 funds tracked by Wall St. Rank hold NJR as of Q1 2024.

Fiduciary Trust reported no remaining New Jersey Resources position as of Q1 2024 after selling out during the quarter.
Fiduciary Trust sold 10,000 New Jersey Resources shares in Q1 2024, an estimated $446K.
Fiduciary Trust first reported a position in New Jersey Resources in Q4 2020 and held it in 13 quarters.
Fiduciary Trust's New Jersey Resources position peaked at $532K in Q1 2023.
336 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2024.

Based on Fiduciary Trust's 13F filing for Q1 2024, filed 14 May 2024.