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Great Lakes Advisors’s New Jersey Resources NJR Stock Holding History

Great Lakes Advisors’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
2025
Q1 		– Sell
-10,827
Closed -$505K – 844
2024
Q4 		$505K Sell
10,827
-22
-0.2% -$1.04K ﹤0.01% 654
2024
Q3 		$512K Sell
10,849
-1,690
-13% -$77.2K ﹤0.01% 653
2024
Q2 		$536K Sell
12,539
-863
-6% -$37.2K ﹤0.01% 645
2024
Q1 		$575K Buy
13,402
+2,375
+22% +$100K ﹤0.01% 600
2023
Q4 		$492K Buy
11,027
+64
+0.6% +$2.73K ﹤0.01% 613
2023
Q3 		$445K Sell
10,963
-433
-4% -$19K ﹤0.01% 617
2023
Q2 		$538K Sell
11,396
-750
-6% -$37.8K 0.01% 590
2023
Q1 		$646K Buy
12,146
+726
+6% +$37K 0.01% 617
2022
Q4 		$567K Sell
11,420
-62
-0.5% -$2.83K 0.03% 488
2022
Q3 		$444K Buy
11,482
+59
+0.5% +$2.63K 0.01% 502
2022
Q2 		$509K Buy
11,423
+56
+0.5% +$2.52K 0.01% 506
2022
Q1 		$521K Buy
11,367
+186
+2% +$7.75K 0.01% 516
2021
Q4 		$459K Buy
11,181
+17
+0.2% +$657 0.01% 529
2021
Q3 		$389K Buy
11,164
+53
+0.5% +$2K 0.01% 551
2021
Q2 		$440K Sell
11,111
-236
-2% -$9.97K 0.01% 536
2021
Q1 		$452K Sell
11,347
-678
-6% -$25.8K 0.01% 519
2020
Q4 		$427K Buy
12,025
+1,071
+10% +$34.8K 0.01% 503
2020
Q3 		$296K Sell
10,954
-1,488
-12% -$45.3K 0.01% 498
2020
Q2 		$406K Sell
12,442
-1,431
-10% -$47.4K 0.01% 454
2020
Q1 		$471K Sell
13,873
-405
-3% -$15.8K 0.01% 432
2019
Q4 		$636K Buy
14,278
+3,503
+33% +$151K 0.01% 417
2019
Q3 		$487K Buy
10,775
+1,184
+12% +$55.5K 0.01% 450
2019
Q2 		$477K Buy
9,591
+584
+6% +$28.8K 0.01% 450
2019
Q1 		$448K Buy
9,007
+1,633
+22% +$77.7K 0.01% 465
2018
Q4 		$337K Buy
7,374
+855
+13% +$40.3K 0.01% 469
2018
Q3 		$301K Buy
+6,519
New +$300K 0.01% 524
2014
Q4 		– Sell
-37,336
Closed -$943K – 545
2014
Q3 		$943K Buy
+37,336
New +$982K 0.03% 308

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Great Lakes Advisors's NJR Position: Q1 2025 in Review

Great Lakes Advisors sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 10,827 shares — an estimated $505K sold.

Great Lakes Advisors first reported a position in NJR in Q3 2014 and held it in 27 quarters. The position peaked at $943K in Q3 2014. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

  • Great Lakes Advisors reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 10,827 New Jersey Resources shares in Q1 2025, an estimated $505K.
  • Great Lakes Advisors first reported a position in New Jersey Resources in Q3 2014 and held it in 27 quarters.
  • Great Lakes Advisors's New Jersey Resources position peaked at $943K in Q3 2014.
  • 400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Great Lakes Advisors's 13F filing for Q1 2025, filed 16 May 2025.