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HM Payson & Co’s New Jersey Resources NJR Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-6,000
Closed -$162K – 1137
2020
Q3 		$162K Hold
6,000
– – 0.01% 391
2020
Q2 		$196K Hold
6,000
– – 0.01% 347
2020
Q1 		$204K Hold
6,000
– – 0.01% 314
2019
Q4 		$267K Hold
6,000
– – 0.01% 344
2019
Q3 		$271K Buy
+6,000
New +$281K 0.01% 335

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HM Payson & Co's NJR Position: Q4 2020 in Review

HM Payson & Co sold out of New Jersey Resources (NJR) in Q4 2020, closing a stake of 6,000 shares — an estimated $162K sold.

HM Payson & Co first reported a position in NJR in Q3 2019 and held it in 5 quarters. The position peaked at $271K in Q3 2019. 268 funds tracked by Wall St. Rank hold NJR as of Q4 2020.

  • HM Payson & Co reported no remaining New Jersey Resources position as of Q4 2020 after selling out during the quarter.
  • HM Payson & Co sold 6,000 New Jersey Resources shares in Q4 2020, an estimated $162K.
  • HM Payson & Co first reported a position in New Jersey Resources in Q3 2019 and held it in 5 quarters.
  • HM Payson & Co's New Jersey Resources position peaked at $271K in Q3 2019.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2020.

Based on HM Payson & Co's 13F filing for Q4 2020, filed 10 Mar 2021.