Greenland Capital Management’s New Jersey Resources NJR Stock Holding History

Greenland Capital 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
2024 Q3	–	Sell	-30,540	Closed	-$1.31M	–	405
2024 Q2	$1.31M	Buy	30,540 +17,340	+131%	+$748K	0.19%	104
2024 Q1	$566K	Sell	13,200 -6,800	-34%	-$287K	0.06%	228
2023 Q4	$892K	Sell	20,000 -4,360	-18%	-$186K	0.08%	196
2023 Q3	$990K	Buy	24,360 +14,460	+146%	+$633K	0.1%	226
2023 Q2	$467K	Sell	9,900 -9,225	-48%	-$465K	0.05%	222
2023 Q1	$1.02M	Buy	19,125 +7,875	+70%	+$401K	0.11%	182
2022 Q4	$558K	Buy	+11,250	New	+$514K	0.09%	201

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Greenland Capital Management's NJR Position: Q3 2024 in Review

Greenland Capital Management sold out of New Jersey Resources (NJR) in Q3 2024, closing a stake of 30,540 shares — an estimated $1.31M sold.

Greenland Capital Management first reported a position in NJR in Q4 2022 and held it in 7 quarters. The position peaked at $1.31M in Q2 2024. 362 funds tracked by Wall St. Rank hold NJR as of Q3 2024.

Greenland Capital Management reported no remaining New Jersey Resources position as of Q3 2024 after selling out during the quarter.
Greenland Capital Management sold 30,540 New Jersey Resources shares in Q3 2024, an estimated $1.31M.
Greenland Capital Management first reported a position in New Jersey Resources in Q4 2022 and held it in 7 quarters.
Greenland Capital Management's New Jersey Resources position peaked at $1.31M in Q2 2024.
362 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2024.

Based on Greenland Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.