National Bank of Canada
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National Bank of Canada’s New Jersey Resources NJR Stock Holding History

National Bank of Canada’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
-51,100
Closed -$2.17M – 2952
2024
Q2 		$2.17M Buy
+51,100
New +$2.2M ﹤0.01% 919
2023
Q3 		– Sell
-4,837
Closed -$228K – 2851
2023
Q2 		$228K Buy
+4,837
New +$244K ﹤0.01% 1433

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

National Bank of Canada's NJR Position: Q3 2024 in Review

National Bank of Canada sold out of New Jersey Resources (NJR) in Q3 2024, closing a stake of 51,100 shares — an estimated $2.17M sold.

National Bank of Canada first reported a position in NJR in Q2 2023 and held it in 2 quarters. The position peaked at $2.17M in Q2 2024. 362 funds tracked by Wall St. Rank hold NJR as of Q3 2024.

  • National Bank of Canada reported no remaining New Jersey Resources position as of Q3 2024 after selling out during the quarter.
  • National Bank of Canada sold 51,100 New Jersey Resources shares in Q3 2024, an estimated $2.17M.
  • National Bank of Canada first reported a position in New Jersey Resources in Q2 2023 and held it in 2 quarters.
  • National Bank of Canada's New Jersey Resources position peaked at $2.17M in Q2 2024.
  • 362 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2024.

Based on National Bank of Canada's 13F filing for Q3 2024, filed 12 Nov 2024.