Johnson Midwest Financial’s New Jersey Resources NJR Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$18.1K	Buy	446 +3	+0.7%	+$131	0.04%	150
2023 Q2	$20.9K	Buy	443 +4	+0.9%	+$202	0.02%	143
2023 Q1	$23.4K	Buy	439 +3	+0.7%	+$153	0.03%	137
2022 Q4	$22K	Buy	436 +4	+0.9%	+$183	0.08%	133
2022 Q3	$17	Buy	432 +4	+0.9%	+$178	0.06%	147
2022 Q2	$19K	Buy	428 +3	+0.7%	+$135	0.03%	133
2022 Q1	$19K	Buy	425 +4	+1%	+$167	0.03%	133
2021 Q4	$17K	Buy	421 +4	+1%	+$155	0.01%	146
2021 Q3	$15K	Buy	417 +4	+1%	+$151	0.01%	158
2021 Q2	$16K	Buy	413 +3	+0.7%	+$127	0.02%	143
2021 Q1	$16K	Hold	410	–	–	0.02%	137
2020 Q4	$15K	Buy	+410	New	+$13.3K	0.01%	152

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Johnson Midwest Financial's NJR Position: Q3 2023 in Review

Johnson Midwest Financial increased its New Jersey Resources (NJR) stake by 0.68% in Q3 2023, buying an estimated $131 and bringing the position to 446 shares worth $18.1K. The position accounts for 0.04% of the portfolio, ranked #150.

Johnson Midwest Financial first reported a position in NJR in Q4 2020 and has held it in 12 quarters since. The position peaked at $23.4K in Q1 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

Johnson Midwest Financial held 446 shares of New Jersey Resources worth $18.1K as of Q3 2023.
Johnson Midwest Financial bought 3 New Jersey Resources shares in Q3 2023, an estimated $131.
New Jersey Resources made up 0.04% of Johnson Midwest Financial's portfolio in Q3 2023, its #150 holding.
Johnson Midwest Financial first reported a position in New Jersey Resources in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's New Jersey Resources position peaked at $23.4K in Q1 2023.
320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.