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Lindbrook Capital’s New Jersey Resources NJR Stock Holding History

Lindbrook Capital’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
2025
Q1 		– Sell
-172
Closed -$8.02K – 2893
2024
Q4 		$8.02K Hold
172
– – ﹤0.01% 1768
2024
Q3 		$8.12K Buy
172
+13
+8% +$594 ﹤0.01% 1791
2024
Q2 		$6.8K Sell
159
-263
-62% -$11.3K ﹤0.01% 1848
2024
Q1 		$18.1K Buy
422
+139
+49% +$5.86K ﹤0.01% 1261
2023
Q4 		$12.6K Buy
283
+115
+68% +$4.9K ﹤0.01% 1415
2023
Q3 		$6.83K Sell
168
-107
-39% -$4.68K ﹤0.01% 1611
2023
Q2 		$13K Hold
275
– – ﹤0.01% 1320
2023
Q1 		$14.6K Sell
275
-6
-2% -$306 ﹤0.01% 1220
2022
Q4 		$13.9K Buy
281
+124
+79% +$5.66K ﹤0.01% 1261
2022
Q3 		$6K Sell
157
-145
-48% -$6.46K ﹤0.01% 1576
2022
Q2 		$13K Sell
302
-6
-2% -$270 ﹤0.01% 1147
2022
Q1 		$14K Buy
308
+160
+108% +$6.66K ﹤0.01% 1158
2021
Q4 		$6K Hold
148
– – ﹤0.01% 1452
2021
Q3 		$5K Sell
148
-16
-10% -$605 ﹤0.01% 1249
2021
Q2 		$6K Hold
164
– – ﹤0.01% 1252
2021
Q1 		$7K Buy
164
+16
+11% +$610 ﹤0.01% 1161
2020
Q4 		$5K Sell
148
-83
-36% -$2.7K ﹤0.01% 1199
2020
Q3 		$6K Sell
231
-759
-77% -$23.1K ﹤0.01% 1043
2020
Q2 		$32K Buy
990
+175
+21% +$5.8K 0.01% 472
2020
Q1 		$28K Buy
815
+349
+75% +$13.6K 0.01% 453
2019
Q4 		$21K Buy
466
+50
+12% +$2.16K 0.01% 726
2019
Q3 		$19K Hold
416
– – 0.01% 736
2019
Q2 		$20K Hold
416
– – 0.01% 703
2019
Q1 		$20K Buy
416
+20
+5% +$952 0.01% 698
2018
Q4 		$18K Buy
+396
New +$18.7K 0.01% 652

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's NJR Position: Q1 2025 in Review

Lindbrook Capital sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 172 shares — an estimated $8.02K sold.

Lindbrook Capital first reported a position in NJR in Q4 2018 and held it in 25 quarters. The position peaked at $32K in Q2 2020. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

  • Lindbrook Capital reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 172 New Jersey Resources shares in Q1 2025, an estimated $8.02K.
  • Lindbrook Capital first reported a position in New Jersey Resources in Q4 2018 and held it in 25 quarters.
  • Lindbrook Capital's New Jersey Resources position peaked at $32K in Q2 2020.
  • 400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.