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New York Life Investment Management’s New Jersey Resources NJR Stock Holding History

New York Life Investment 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
Q1 		– Sell
-6,541
Closed -$292K – 1458
2023
Q4 		$292K Sell
6,541
-152
-2% -$6.48K ﹤0.01% 1229
2023
Q3 		$272K Sell
6,693
-1,054
-14% -$46.1K ﹤0.01% 1214
2023
Q2 		$366K Sell
7,747
-1,226
-14% -$61.8K ﹤0.01% 1119
2023
Q1 		$477K Buy
+8,973
New +$457K 0.01% 958

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New York Life Investment Management's NJR Position: Q1 2024 in Review

New York Life Investment Management sold out of New Jersey Resources (NJR) in Q1 2024, closing a stake of 6,541 shares — an estimated $292K sold.

New York Life Investment Management first reported a position in NJR in Q1 2023 and held it in 4 quarters. The position peaked at $477K in Q1 2023. 336 funds tracked by Wall St. Rank hold NJR as of Q1 2024.

  • New York Life Investment Management reported no remaining New Jersey Resources position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 6,541 New Jersey Resources shares in Q1 2024, an estimated $292K.
  • New York Life Investment Management first reported a position in New Jersey Resources in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's New Jersey Resources position peaked at $477K in Q1 2023.
  • 336 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.