Jefferies Group’s New Jersey Resources NJR Stock Holding History

Jefferies Group’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
2021 Q4	–	Sell	-15,000	Closed	-$522K	–	1885
2021 Q3	$522K	Buy	+15,000	New	+$568K	﹤0.01%	1211
2020 Q1	–	Sell	-7,061	Closed	-$315K	–	2462
2019 Q4	$315K	Buy	+7,061	New	+$305K	﹤0.01%	2045
2018 Q4	–	Sell	-4,886	Closed	-$225K	–	2415
2018 Q3	$225K	Buy	+4,886	New	+$225K	﹤0.01%	2046
2018 Q2	–	Sell	-6,808	Closed	-$273K	–	2560
2018 Q1	$273K	Sell	6,808 -83,050	-92%	-$3.23M	﹤0.01%	1843
2017 Q4	$3.61M	Buy	89,858 +84,849	+1,694%	+$3.65M	0.02%	695
2017 Q3	$211K	Buy	+5,009	New	+$212K	﹤0.01%	2050
2017 Q1	–	Sell	-30,209	Closed	-$1.07M	–	2549
2016 Q4	$1.07M	Buy	+30,209	New	+$1.03M	0.01%	1237
2016 Q3	–	Sell	-5,358	Closed	-$207K	–	2384
2016 Q2	$207K	Sell	5,358 -84,015	-94%	-$3.03M	﹤0.01%	1808
2016 Q1	$3.26M	Buy	89,373 +56,110	+169%	+$1.94M	0.02%	644
2015 Q4	$1.1M	Buy	+33,263	New	+$1.02M	0.01%	1136
2015 Q3	–	Sell	-2,348	Closed	-$65K	–	2780
2015 Q2	$65K	Buy	+2,348	New	+$70.2K	﹤0.01%	2350
2014 Q3	–	Sell	-25,096	Closed	-$718K	–	2332
2014 Q2	$718K	Buy	+25,096	New	+$653K	0.01%	1048

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jefferies Group's NJR Position: Q4 2021 in Review

Jefferies Group sold out of New Jersey Resources (NJR) in Q4 2021, closing a stake of 15,000 shares — an estimated $522K sold.

Jefferies Group first reported a position in NJR in Q2 2014 and held it in 12 quarters. The position peaked at $3.61M in Q4 2017. 279 funds tracked by Wall St. Rank hold NJR as of Q4 2021.

Jefferies Group reported no remaining New Jersey Resources position as of Q4 2021 after selling out during the quarter.
Jefferies Group sold 15,000 New Jersey Resources shares in Q4 2021, an estimated $522K.
Jefferies Group first reported a position in New Jersey Resources in Q2 2014 and held it in 12 quarters.
Jefferies Group's New Jersey Resources position peaked at $3.61M in Q4 2017.
279 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.