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Freedom Investment Management’s New Jersey Resources NJR Stock Holding History

Freedom Investment 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
Q2 		– Sell
-11,672
Closed -$496K – 647
2020
Q1 		$496K Buy
11,672
+2,700
+30% +$105K 0.04% 347
2019
Q4 		$400K Sell
8,972
-566
-6% -$24.5K 0.04% 397
2019
Q3 		$431K Buy
9,538
+860
+10% +$40.3K 0.04% 394
2019
Q2 		$432K Buy
8,678
+563
+7% +$27.7K 0.04% 401
2019
Q1 		$404K Sell
8,115
-5,141
-39% -$245K 0.03% 433
2018
Q4 		$605K Sell
13,256
-2,980
-18% -$141K 0.05% 379
2018
Q3 		$745K Sell
16,236
-160
-1% -$7.37K 0.05% 397
2018
Q2 		$734K Buy
16,396
+2,699
+20% +$114K 0.04% 417
2018
Q1 		$549K Buy
13,697
+292
+2% +$11.4K 0.03% 587
2017
Q4 		$539K Buy
13,405
+59
+0.4% +$2.54K 0.03% 599
2017
Q3 		$563K Buy
13,346
+1,345
+11% +$56.9K 0.03% 536
2017
Q2 		$476K Buy
12,001
+588
+5% +$24.1K 0.03% 584
2017
Q1 		$452K Buy
11,413
+2,495
+28% +$94.1K 0.03% 572
2016
Q4 		$317K Buy
8,918
+1,357
+18% +$46.1K 0.02% 667
2016
Q3 		$248K Buy
7,561
+383
+5% +$13.6K 0.02% 724
2016
Q2 		$277K Sell
7,178
-4,339
-38% -$157K 0.02% 620
2016
Q1 		$420K Buy
11,517
+1,534
+15% +$53.2K 0.03% 454
2015
Q4 		$329K Buy
+9,983
New +$306K 0.03% 527

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Freedom Investment Management's NJR Position: Q2 2020 in Review

Freedom Investment Management sold out of New Jersey Resources (NJR) in Q2 2020, closing a stake of 11,672 shares — an estimated $496K sold.

Freedom Investment Management first reported a position in NJR in Q4 2015 and held it in 18 quarters. The position peaked at $745K in Q3 2018. 260 funds tracked by Wall St. Rank hold NJR as of Q2 2020.

  • Freedom Investment Management reported no remaining New Jersey Resources position as of Q2 2020 after selling out during the quarter.
  • Freedom Investment Management sold 11,672 New Jersey Resources shares in Q2 2020, an estimated $496K.
  • Freedom Investment Management first reported a position in New Jersey Resources in Q4 2015 and held it in 18 quarters.
  • Freedom Investment Management's New Jersey Resources position peaked at $745K in Q3 2018.
  • 260 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.