FORA Capital’s New Jersey Resources NJR Stock Holding History

FORA Capital’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	-10,800	Closed	-$510K	–	544
2023 Q2	$510K	Buy	+10,800	New	+$544K	0.07%	234
2022 Q2	–	Sell	-7,792	Closed	-$361K	–	600
2022 Q1	$361K	Buy	+7,792	New	+$324K	0.07%	347
2020 Q4	–	Sell	-619	Closed	-$17K	–	1066
2020 Q3	$17K	Sell	619 -1,272	-67%	-$38.7K	0.01%	607
2020 Q2	$62K	Buy	+1,891	New	+$62.6K	0.02%	598
2020 Q1	–	Sell	-2,108	Closed	-$94K	–	1229
2019 Q4	$94K	Buy	+2,108	New	+$91.1K	0.01%	761

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

FORA Capital's NJR Position: Q3 2023 in Review

FORA Capital sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 10,800 shares — an estimated $510K sold.

FORA Capital first reported a position in NJR in Q4 2019 and held it in 5 quarters. The position peaked at $510K in Q2 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

FORA Capital reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
FORA Capital sold 10,800 New Jersey Resources shares in Q3 2023, an estimated $510K.
FORA Capital first reported a position in New Jersey Resources in Q4 2019 and held it in 5 quarters.
FORA Capital's New Jersey Resources position peaked at $510K in Q2 2023.
320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on FORA Capital's 13F filing for Q3 2023, filed 13 Nov 2023.