Moody Aldrich Partners’s New Jersey Resources NJR Stock Holding History

Moody Aldrich Partners’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
2023 Q2	–	Sell	-89,969	Closed	-$4.79M	–	171
2023 Q1	$4.79M	Sell	89,969 -3,584	-4%	-$183K	0.97%	41
2022 Q4	$4.64M	Sell	93,553 -64,599	-41%	-$2.95M	0.94%	40
2022 Q3	$6.12M	Buy	+158,152	New	+$7.05M	1.26%	23
2016 Q4	–	Sell	-37,635	Closed	-$1.24M	–	100
2016 Q3	$1.24M	Buy	37,635 +3,445	+10%	+$122K	0.86%	62
2016 Q2	$1.32M	Buy	34,190 +19,210	+128%	+$693K	1.09%	38
2016 Q1	$546K	Buy	+14,980	New	+$519K	1.15%	39

Other funds holding NJR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moody Aldrich Partners's NJR Position: Q2 2023 in Review

Moody Aldrich Partners sold out of New Jersey Resources (NJR) in Q2 2023, closing a stake of 89,969 shares — an estimated $4.79M sold.

Moody Aldrich Partners first reported a position in NJR in Q1 2016 and held it in 6 quarters. The position peaked at $6.12M in Q3 2022. 342 funds tracked by Wall St. Rank hold NJR as of Q2 2023.

Moody Aldrich Partners reported no remaining New Jersey Resources position as of Q2 2023 after selling out during the quarter.
Moody Aldrich Partners sold 89,969 New Jersey Resources shares in Q2 2023, an estimated $4.79M.
Moody Aldrich Partners first reported a position in New Jersey Resources in Q1 2016 and held it in 6 quarters.
Moody Aldrich Partners's New Jersey Resources position peaked at $6.12M in Q3 2022.
342 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2023.

Based on Moody Aldrich Partners's 13F filing for Q2 2023, filed 28 Jul 2023.