JIR
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James Investment Research’s New Jersey Resources NJR Stock Holding History

James Investment Research’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
2019
Q2 		– Sell
-2,000
Closed -$100K – 751
2019
Q1 		$100K Sell
2,000
-114,433
-98% -$5.45M 0.01% 576
2018
Q4 		$5.32M Sell
116,433
-1,782
-2% -$84K 0.33% 77
2018
Q3 		$5.45M Sell
118,215
-23,835
-17% -$1.1M 0.22% 93
2018
Q2 		$6.36M Buy
+142,050
New +$6M 0.24% 87

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

James Investment Research's NJR Position: Q2 2019 in Review

James Investment Research sold out of New Jersey Resources (NJR) in Q2 2019, closing a stake of 2,000 shares — an estimated $100K sold.

James Investment Research first reported a position in NJR in Q2 2018 and held it in 4 quarters. The position peaked at $6.36M in Q2 2018. 268 funds tracked by Wall St. Rank hold NJR as of Q2 2019.

  • James Investment Research reported no remaining New Jersey Resources position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 2,000 New Jersey Resources shares in Q2 2019, an estimated $100K.
  • James Investment Research first reported a position in New Jersey Resources in Q2 2018 and held it in 4 quarters.
  • James Investment Research's New Jersey Resources position peaked at $6.36M in Q2 2018.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.