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Navellier & Associates’s New Jersey Resources NJR Stock Holding History

Navellier & Associates’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
2019
Q3 		– Sell
-4,419
Closed -$220K – 294
2019
Q2 		$220K Sell
4,419
-139
-3% -$6.85K 0.03% 244
2019
Q1 		$227K Sell
4,558
-158
-3% -$7.52K 0.04% 211
2018
Q4 		$215K Sell
4,716
-291
-6% -$13.7K 0.04% 203
2018
Q3 		$231K Sell
5,007
-183
-4% -$8.43K 0.03% 258
2018
Q2 		$232K Sell
5,190
-76
-1% -$3.21K 0.03% 266
2018
Q1 		$211K Sell
5,266
-140
-3% -$5.45K 0.03% 268
2017
Q4 		$217K Sell
5,406
-101
-2% -$4.34K 0.04% 253
2017
Q3 		$232K Sell
5,507
-981
-15% -$41.5K 0.05% 203
2017
Q2 		$258K Sell
6,488
-1,088
-14% -$44.6K 0.04% 254
2017
Q1 		$300K Buy
7,576
+636
+9% +$24K 0.04% 244
2016
Q4 		$246K Buy
+6,940
New +$236K 0.04% 250

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Navellier & Associates's NJR Position: Q3 2019 in Review

Navellier & Associates sold out of New Jersey Resources (NJR) in Q3 2019, closing a stake of 4,419 shares — an estimated $220K sold.

Navellier & Associates first reported a position in NJR in Q4 2016 and held it in 11 quarters. The position peaked at $300K in Q1 2017. 268 funds tracked by Wall St. Rank hold NJR as of Q3 2019.

  • Navellier & Associates reported no remaining New Jersey Resources position as of Q3 2019 after selling out during the quarter.
  • Navellier & Associates sold 4,419 New Jersey Resources shares in Q3 2019, an estimated $220K.
  • Navellier & Associates first reported a position in New Jersey Resources in Q4 2016 and held it in 11 quarters.
  • Navellier & Associates's New Jersey Resources position peaked at $300K in Q1 2017.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2019.

Based on Navellier & Associates's 13F filing for Q3 2019, filed 16 Oct 2019.