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Jupiter Investment Management’s New Jersey Resources NJR Stock Holding History

Jupiter Investment 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
2019
Q4 		– Sell
-30,520
Closed -$1.38M – 491
2019
Q3 		$1.38M Buy
+30,520
New +$1.43M 0.02% 332
2015
Q2 		– Sell
-11,269
Closed -$350K – 340
2015
Q1 		$350K Sell
11,269
-15,525
-58% -$487K 0.01% 271
2014
Q4 		$819K Buy
+26,794
New +$762K 0.03% 270

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Investment Management's NJR Position: Q4 2019 in Review

Jupiter Investment Management sold out of New Jersey Resources (NJR) in Q4 2019, closing a stake of 30,520 shares — an estimated $1.38M sold.

Jupiter Investment Management first reported a position in NJR in Q4 2014 and held it in 3 quarters. The position peaked at $1.38M in Q3 2019. 290 funds tracked by Wall St. Rank hold NJR as of Q4 2019.

  • Jupiter Investment Management reported no remaining New Jersey Resources position as of Q4 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 30,520 New Jersey Resources shares in Q4 2019, an estimated $1.38M.
  • Jupiter Investment Management first reported a position in New Jersey Resources in Q4 2014 and held it in 3 quarters.
  • Jupiter Investment Management's New Jersey Resources position peaked at $1.38M in Q3 2019.
  • 290 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.