Financial Gravity Asset Management’s New Jersey Resources NJR Stock Holding History

Financial Gravity Asset 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
2019 Q4	$45K	Buy	33 +1	+3%	+$43	0.03%	697
2019 Q3	$1K	Sell	32 -4	-11%	-$187	﹤0.01%	1072
2019 Q2	$2K	Sell	36 -28	-44%	-$1.38K	﹤0.01%	921
2019 Q1	$3K	Buy	+64	New	+$3.05K	﹤0.01%	854
2018 Q3	$11K	Buy	236 +18	+8%	+$829	0.01%	559
2018 Q2	$10K	Buy	218 +21	+11%	+$887	0.01%	571
2018 Q1	$8K	Buy	+197	New	+$7.67K	0.01%	620

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's NJR Position: Q4 2019 in Review

Financial Gravity Asset Management increased its New Jersey Resources (NJR) stake by 3.1% in Q4 2019, buying an estimated $43 and bringing the position to 33 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #697.

Financial Gravity Asset Management first reported a position in NJR in Q1 2018 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold NJR as of Q4 2019.

Financial Gravity Asset Management held 33 shares of New Jersey Resources worth $45K as of Q4 2019.
Financial Gravity Asset Management bought 1 New Jersey Resources share in Q4 2019, an estimated $43.
New Jersey Resources made up 0.03% of Financial Gravity Asset Management's portfolio in Q4 2019, its #697 holding.
Financial Gravity Asset Management first reported a position in New Jersey Resources in Q1 2018 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.