Nachman Norwood & Parrott’s New Jersey Resources NJR Stock Holding History

Nachman Norwood & Parrott’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 Q2	$368K	Hold	9,212	–	–	0.04%	215
2021 Q1	$370K	Hold	9,212	–	–	0.04%	204
2020 Q4	$331K	Hold	9,212	–	–	0.04%	204
2020 Q3	$252K	Hold	9,212	–	–	0.03%	217
2020 Q2	$304K	Hold	9,212	–	–	0.05%	196
2020 Q1	$316K	Hold	9,212	–	–	0.06%	174
2019 Q4	$411K	Hold	9,212	–	–	0.07%	183
2019 Q3	$417K	Hold	9,212	–	–	0.07%	168
2019 Q2	$458K	Hold	9,212	–	–	0.08%	160
2019 Q1	$461K	Hold	9,212	–	–	0.09%	152
2018 Q4	$421K	Buy	+9,212	New	+$434K	0.09%	151

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Nachman Norwood & Parrott's NJR Position: Q2 2021 in Review

Nachman Norwood & Parrott held its New Jersey Resources (NJR) position steady in Q2 2021 at 9,212 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #215.

Nachman Norwood & Parrott first reported a position in NJR in Q4 2018 and has held it in 11 quarters since. The position peaked at $461K in Q1 2019. 265 funds tracked by Wall St. Rank hold NJR as of Q2 2021.

Nachman Norwood & Parrott held 9,212 shares of New Jersey Resources worth $368K as of Q2 2021.
Nachman Norwood & Parrott left its New Jersey Resources share count unchanged in Q2 2021.
New Jersey Resources made up 0.04% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #215 holding.
Nachman Norwood & Parrott first reported a position in New Jersey Resources in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's New Jersey Resources position peaked at $461K in Q1 2019.
265 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.