Lord, Abbett & Co
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Lord, Abbett & Co’s New Jersey Resources NJR Stock Holding History

Lord, Abbett & Co’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
2016
Q4 		– Sell
-158,822
Closed -$5.22M – 929
2016
Q3 		$5.22M Sell
158,822
-136,767
-46% -$4.84M 0.02% 727
2016
Q2 		$11.4M Buy
295,589
+50,990
+21% +$1.84M 0.04% 545
2016
Q1 		$8.91M Buy
+244,599
New +$8.48M 0.03% 599
2014
Q4 		– Sell
-225,136
Closed -$5.69M – 961
2014
Q3 		$5.69M Sell
225,136
-762,800
-77% -$20.1M 0.01% 719
2014
Q2 		$28.2M Sell
987,936
-579,200
-37% -$15.1M 0.06% 431
2014
Q1 		$39M Sell
1,567,136
-216,100
-12% -$4.96M 0.09% 342
2013
Q4 		$41.2M Sell
1,783,236
-316,034
-15% -$7.11M 0.09% 322
2013
Q3 		$46.2M Sell
2,099,270
-1,168,794
-36% -$25.6M 0.11% 282
2013
Q2 		$67.9M Buy
+3,268,064
New +$73.9M 0.16% 172

Other funds holding NJR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lord, Abbett & Co's NJR Position: Q4 2016 in Review

Lord, Abbett & Co sold out of New Jersey Resources (NJR) in Q4 2016, closing a stake of 158,822 shares — an estimated $5.22M sold.

Lord, Abbett & Co first reported a position in NJR in Q2 2013 and held it in 9 quarters. The position peaked at $67.9M in Q2 2013. 251 funds tracked by Wall St. Rank hold NJR as of Q4 2016.

  • Lord, Abbett & Co reported no remaining New Jersey Resources position as of Q4 2016 after selling out during the quarter.
  • Lord, Abbett & Co sold 158,822 New Jersey Resources shares in Q4 2016, an estimated $5.22M.
  • Lord, Abbett & Co first reported a position in New Jersey Resources in Q2 2013 and held it in 9 quarters.
  • Lord, Abbett & Co's New Jersey Resources position peaked at $67.9M in Q2 2013.
  • 251 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2016.

Based on Lord, Abbett & Co's 13F filing for Q4 2016, filed 14 Feb 2017.