Gemmer Asset Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-193
| Closed | -$8K | – | 784 |
|
|
2022
Q1 | $8K | Hold |
193
| – | – | ﹤0.01% | 798 |
|
|
2021
Q4 | $8K | Hold |
193
| – | – | ﹤0.01% | 829 |
|
|
2021
Q3 | $7K | Buy |
193
+11
| +6% | +$416 | ﹤0.01% | 843 |
|
|
2021
Q2 | $7K | Hold |
182
| – | – | ﹤0.01% | 963 |
|
|
2021
Q1 | $7K | Hold |
182
| – | – | ﹤0.01% | 916 |
|
|
2020
Q4 | $6K | Hold |
182
| – | – | ﹤0.01% | 913 |
|
|
2020
Q3 | $5K | Buy |
182
+5
| +3% | +$152 | ﹤0.01% | 877 |
|
|
2020
Q2 | $6K | Hold |
177
| – | – | ﹤0.01% | 793 |
|
|
2020
Q1 | $6K | Sell |
177
-4
| -2% | -$156 | ﹤0.01% | 700 |
|
|
2019
Q4 | $8K | Hold |
181
| – | – | ﹤0.01% | 748 |
|
|
2019
Q3 | $8K | Hold |
181
| – | – | ﹤0.01% | 756 |
|
|
2019
Q2 | $9K | Hold |
181
| – | – | ﹤0.01% | 706 |
|
|
2019
Q1 | $9K | Hold |
181
| – | – | ﹤0.01% | 737 |
|
|
2018
Q4 | $8K | Hold |
181
| – | – | ﹤0.01% | 715 |
|
|
2018
Q3 | $8K | Hold |
181
| – | – | ﹤0.01% | 813 |
|
|
2018
Q2 | $8K | Hold |
181
| – | – | ﹤0.01% | 810 |
|
|
2018
Q1 | $7K | Hold |
181
| – | – | ﹤0.01% | 846 |
|
|
2017
Q4 | $7K | Hold |
181
| – | – | ﹤0.01% | 846 |
|
|
2017
Q3 | $8K | Hold |
181
| – | – | ﹤0.01% | 771 |
|
|
2017
Q2 | $7K | Hold |
181
| – | – | ﹤0.01% | 797 |
|
|
2017
Q1 | $7K | Hold |
181
| – | – | ﹤0.01% | 810 |
|
|
2016
Q4 | $6K | Buy |
181
+4
| +2% | +$136 | ﹤0.01% | 845 |
|
|
2016
Q3 | $6K | Hold |
177
| – | – | ﹤0.01% | 832 |
|
|
2016
Q2 | $7K | Hold |
177
| – | – | ﹤0.01% | 730 |
|
|
2016
Q1 | $6K | Hold |
177
| – | – | ﹤0.01% | 758 |
|
|
2015
Q4 | $6K | Hold |
177
| – | – | ﹤0.01% | 775 |
|
|
2015
Q3 | $5K | Hold |
177
| – | – | ﹤0.01% | 821 |
|
|
2015
Q2 | $5K | Sell |
177
-48
| -21% | -$1.44K | ﹤0.01% | 855 |
|
|
2015
Q1 | $7K | Sell |
225
-71
| -24% | -$2.23K | ﹤0.01% | 766 |
|
|
2014
Q4 | $9K | Hold |
296
| – | – | 0.01% | 633 |
|
|
2014
Q3 | $7K | Hold |
296
| – | – | 0.01% | 721 |
|
|
2014
Q2 | $8K | Hold |
296
| – | – | 0.01% | 710 |
|
|
2014
Q1 | $7K | Buy |
+296
| New | +$6.79K | 0.01% | 751 |
|
Other funds holding NJR
Gemmer Asset Management's NJR Position: Q2 2022 in Review
Gemmer Asset Management sold out of New Jersey Resources (NJR) in Q2 2022, closing a stake of 193 shares — an estimated $8K sold.
Gemmer Asset Management first reported a position in NJR in Q1 2014 and held it in 33 quarters. The position peaked at $9K in Q2 2019. 283 funds tracked by Wall St. Rank hold NJR as of Q2 2022.
- Gemmer Asset Management reported no remaining New Jersey Resources position as of Q2 2022 after selling out during the quarter.
- Gemmer Asset Management sold 193 New Jersey Resources shares in Q2 2022, an estimated $8K.
- Gemmer Asset Management first reported a position in New Jersey Resources in Q1 2014 and held it in 33 quarters.
- Gemmer Asset Management's New Jersey Resources position peaked at $9K in Q2 2019.
- 283 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2022.
Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.