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Kennedy Capital Management’s New Jersey Resources NJR Stock Holding History

Kennedy Capital 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
2020
Q1 		– Sell
-296,649
Closed -$13.2M – 706
2019
Q4 		$13.2M Buy
296,649
+46,067
+18% +$1.99M 0.32% 62
2019
Q3 		$11.3M Sell
250,582
-7,166
-3% -$336K 0.28% 88
2019
Q2 		$12.8M Sell
257,748
-117,113
-31% -$5.77M 0.3% 74
2019
Q1 		$18.7M Sell
374,861
-4,658
-1% -$222K 0.44% 27
2018
Q4 		$17.3M Sell
379,519
-5,415
-1% -$255K 0.43% 31
2018
Q3 		$17.7M Sell
384,934
-17,952
-4% -$827K 0.33% 60
2018
Q2 		$18M Sell
402,886
-13,874
-3% -$586K 0.34% 57
2018
Q1 		$16.7M Sell
416,760
-53,422
-11% -$2.08M 0.33% 57
2017
Q4 		$18.9M Buy
470,182
+96,695
+26% +$4.15M 0.34% 56
2017
Q3 		$15.7M Sell
373,487
-14,273
-4% -$604K 0.28% 84
2017
Q2 		$15.4M Sell
387,760
-58,335
-13% -$2.39M 0.29% 84
2017
Q1 		$17.7M Buy
446,095
+196,285
+79% +$7.41M 0.31% 74
2016
Q4 		$8.87M Buy
+249,810
New +$8.48M 0.15% 217

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kennedy Capital Management's NJR Position: Q1 2020 in Review

Kennedy Capital Management sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 296,649 shares — an estimated $13.2M sold.

Kennedy Capital Management first reported a position in NJR in Q4 2016 and held it in 13 quarters. The position peaked at $18.9M in Q4 2017. 247 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

  • Kennedy Capital Management reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
  • Kennedy Capital Management sold 296,649 New Jersey Resources shares in Q1 2020, an estimated $13.2M.
  • Kennedy Capital Management first reported a position in New Jersey Resources in Q4 2016 and held it in 13 quarters.
  • Kennedy Capital Management's New Jersey Resources position peaked at $18.9M in Q4 2017.
  • 247 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Kennedy Capital Management's 13F filing for Q1 2020, filed 15 May 2020.