Marshall Wace’s New Jersey Resources NJR Stock Holding History

Marshall Wace’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 Q3	–	Sell	-150,214	Closed	-$6.73M	–	3229
2025 Q2	$6.73M	Buy	+150,214	New	+$7.04M	0.01%	1008
2025 Q1	–	Sell	-13,101	Closed	-$611K	–	2940
2024 Q4	$611K	Buy	+13,101	New	+$621K	﹤0.01%	1960
2016 Q2	–	Sell	-10,630	Closed	-$387K	–	1099
2016 Q1	$387K	Buy	+10,630	New	+$368K	﹤0.01%	889

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Marshall Wace's NJR Position: Q3 2025 in Review

Marshall Wace sold out of New Jersey Resources (NJR) in Q3 2025, closing a stake of 150,214 shares — an estimated $6.73M sold.

Marshall Wace first reported a position in NJR in Q1 2016 and held it in 3 quarters. The position peaked at $6.73M in Q2 2025. 409 funds tracked by Wall St. Rank hold NJR as of Q3 2025.

Marshall Wace reported no remaining New Jersey Resources position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 150,214 New Jersey Resources shares in Q3 2025, an estimated $6.73M.
Marshall Wace first reported a position in New Jersey Resources in Q1 2016 and held it in 3 quarters.
Marshall Wace's New Jersey Resources position peaked at $6.73M in Q2 2025.
409 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.