Murphy Capital Management’s New Jersey Resources NJR Stock Holding History

Murphy Capital Management’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	–	Sell	-5,505	Closed	-$217K	–	228
2021 Q2	$217K	Hold	5,505	–	–	0.02%	221
2021 Q1	$219K	Sell	5,505 -500	-8%	-$19.1K	0.03%	212
2020 Q4	$213K	Buy	+6,005	New	+$195K	0.03%	204
2020 Q1	–	Sell	-7,365	Closed	-$328K	–	215
2019 Q4	$328K	Sell	7,365 -1,180	-14%	-$51K	0.05%	185
2019 Q3	$386K	Sell	8,545 -75	-0.9%	-$3.52K	0.06%	172
2019 Q2	$429K	Buy	8,620 +100	+1%	+$4.93K	0.06%	163
2019 Q1	$424K	Sell	8,520 -350	-4%	-$16.7K	0.06%	166
2018 Q4	$405K	Sell	8,870 -763	-8%	-$36K	0.07%	173
2018 Q3	$444K	Sell	9,633 -410	-4%	-$18.9K	0.06%	182
2018 Q2	$449K	Buy	10,043 +4,450	+80%	+$188K	0.06%	183
2018 Q1	$224K	Buy	+5,593	New	+$218K	0.03%	248
2015 Q3	–	Sell	-11,490	Closed	-$316K	–	309
2015 Q2	$316K	Sell	11,490 -1,050	-8%	-$31.4K	0.05%	252
2015 Q1	$389K	Buy	12,540 +2,450	+24%	+$76.9K	0.06%	236
2014 Q4	$308K	Hold	10,090	–	–	0.05%	267
2014 Q3	$254K	Sell	10,090 -3,000	-23%	-$78.9K	0.04%	290
2014 Q2	$374K	Buy	+13,090	New	+$340K	0.06%	237

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

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

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

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

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

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

Murphy Capital Management's NJR Position: Q3 2021 in Review

Murphy Capital Management sold out of New Jersey Resources (NJR) in Q3 2021, closing a stake of 5,505 shares — an estimated $217K sold.

Murphy Capital Management first reported a position in NJR in Q2 2014 and held it in 16 quarters. The position peaked at $449K in Q2 2018. 256 funds tracked by Wall St. Rank hold NJR as of Q3 2021.

Murphy Capital Management reported no remaining New Jersey Resources position as of Q3 2021 after selling out during the quarter.
Murphy Capital Management sold 5,505 New Jersey Resources shares in Q3 2021, an estimated $217K.
Murphy Capital Management first reported a position in New Jersey Resources in Q2 2014 and held it in 16 quarters.
Murphy Capital Management's New Jersey Resources position peaked at $449K in Q2 2018.
256 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2021.

Based on Murphy Capital Management's 13F filing for Q3 2021, filed 22 Oct 2021.