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

MV 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
2024
Q3 		– Sell
-9
Closed -$385 – 1081
2024
Q2 		$385 Buy
9
+8
+800% +$345 ﹤0.01% 748
2024
Q1 		$43 Buy
+1
New +$42 ﹤0.01% 829
2015
Q3 		– Sell
-92
Closed -$3K – 353
2015
Q2 		$3K Buy
92
+12
+15% +$359 ﹤0.01% 379
2015
Q1 		$2K Buy
+80
New +$2.51K ﹤0.01% 385

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

MV Capital Management's NJR Position: Q3 2024 in Review

MV Capital Management sold out of New Jersey Resources (NJR) in Q3 2024, closing a stake of 9 shares — an estimated $385 sold.

MV Capital Management first reported a position in NJR in Q1 2015 and held it in 4 quarters. The position peaked at $3K in Q2 2015. 362 funds tracked by Wall St. Rank hold NJR as of Q3 2024.

  • MV Capital Management reported no remaining New Jersey Resources position as of Q3 2024 after selling out during the quarter.
  • MV Capital Management sold 9 New Jersey Resources shares in Q3 2024, an estimated $385.
  • MV Capital Management first reported a position in New Jersey Resources in Q1 2015 and held it in 4 quarters.
  • MV Capital Management's New Jersey Resources position peaked at $3K in Q2 2015.
  • 362 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2024.

Based on MV Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.