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Mercer Capital Advisers’s New Jersey Resources NJR Stock Holding History

Mercer Capital Advisers’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
2021
Q3 		$1.03M Buy
29,633
+88
+0.3% +$3.33K 0.55% 32
2021
Q2 		$1.17M Buy
29,545
+85
+0.3% +$3.59K 0.58% 33
2021
Q1 		$1.18M Sell
29,460
-443
-1% -$16.9K 0.63% 30
2020
Q4 		$1.06M Buy
29,903
+128
+0.4% +$4.17K 0.59% 31
2020
Q3 		$805K Buy
29,775
+99
+0.3% +$3.01K 0.49% 35
2020
Q2 		$969K Buy
29,676
+94
+0.3% +$3.11K 0.62% 29
2020
Q1 		$1M Buy
29,582
+71
+0.2% +$2.77K 0.74% 28
2019
Q4 		$1.31M Buy
29,511
+68
+0.2% +$2.94K 0.79% 28
2019
Q3 		$1.33M Buy
29,443
+58
+0.2% +$2.72K 0.85% 27
2019
Q2 		$1.46M Sell
29,385
-943
-3% -$46.5K 0.95% 23
2019
Q1 		$1.51M Buy
30,328
+63
+0.2% +$3K 1.01% 23
2018
Q4 		$1.38M Buy
30,265
+62
+0.2% +$2.92K 1.02% 22
2018
Q3 		$1.39M Buy
30,203
+2,082
+7% +$95.9K 0.93% 24
2018
Q2 		$1.26M Buy
28,121
+66
+0.2% +$2.79K 0.91% 26
2018
Q1 		$1.13M Buy
28,055
+65
+0.2% +$2.53K 0.83% 28
2017
Q4 		$1.13M Buy
27,990
+60
+0.2% +$2.58K 0.81% 27
2017
Q3 		$1.18M Buy
27,930
+57
+0.2% +$2.41K 0.87% 25
2017
Q2 		$1.11M Buy
27,873
+60
+0.2% +$2.46K 0.83% 26
2017
Q1 		$1.1M Buy
27,813
+65
+0.2% +$2.45K 0.84% 24
2016
Q4 		$985K Buy
27,748
+69
+0.2% +$2.34K 0.79% 25
2016
Q3 		$910K Buy
27,679
+59
+0.2% +$2.09K 0.73% 27
2016
Q2 		$1.06M Buy
27,620
+4,559
+20% +$164K 0.87% 23
2016
Q1 		$840K Buy
23,061
+64
+0.3% +$2.22K 0.72% 25
2015
Q4 		$758K Buy
22,997
+74
+0.3% +$2.27K 0.67% 28
2015
Q3 		$688K Buy
22,923
+71
+0.3% +$2.02K 0.64% 30
2015
Q2 		$630K Buy
22,852
+64
+0.3% +$1.91K 0.56% 34
2015
Q1 		$708K Buy
22,788
+62
+0.3% +$1.95K 0.64% 29
2014
Q4 		$695K Buy
+22,726
New +$646K 0.61% 29

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mercer Capital Advisers's NJR Position: Q3 2021 in Review

Mercer Capital Advisers increased its New Jersey Resources (NJR) stake by 0.3% in Q3 2021, buying an estimated $3.33K and bringing the position to 29,633 shares worth $1.03M. The position accounts for 0.55% of the portfolio, ranked #32.

Mercer Capital Advisers first reported a position in NJR in Q4 2014 and has held it in 28 quarters since. The position peaked at $1.51M in Q1 2019. 256 funds tracked by Wall St. Rank hold NJR as of Q3 2021.

  • Mercer Capital Advisers held 29,633 shares of New Jersey Resources worth $1.03M as of Q3 2021.
  • Mercer Capital Advisers bought 88 New Jersey Resources shares in Q3 2021, an estimated $3.33K.
  • New Jersey Resources made up 0.55% of Mercer Capital Advisers's portfolio in Q3 2021, its #32 holding.
  • Mercer Capital Advisers first reported a position in New Jersey Resources in Q4 2014 and has held it in 28 quarters since.
  • Mercer Capital Advisers's New Jersey Resources position peaked at $1.51M in Q1 2019.
  • 256 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.