Next Financial Group’s New Jersey Resources NJR Stock Holding History

Next Financial Group’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 Q4	$80K	Hold	1,950	–	–	0.01%	1277
2021 Q3	$68K	Buy	+1,950	New	+$73.8K	0.01%	1284
2020 Q2	–	Sell	-3,512	Closed	-$119K	–	1433
2020 Q1	$119K	Buy	+3,512	New	+$137K	0.02%	711
2019 Q1	–	Sell	-2,500	Closed	-$114K	–	1958
2018 Q4	$114K	Hold	2,500	–	–	0.02%	557
2018 Q3	$115K	Buy	+2,500	New	+$115K	0.05%	318
2017 Q1	–	Sell	-108	Closed	-$4K	–	2141
2016 Q4	$4K	Hold	108	–	–	﹤0.01%	2001
2016 Q3	$4K	Buy	+108	New	+$3.82K	﹤0.01%	2007
2014 Q4	–	Sell	-108	Closed	-$3K	–	2187
2014 Q3	$3K	Buy	+108	New	+$2.84K	﹤0.01%	2230

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Next Financial Group's NJR Position: Q4 2021 in Review

Next Financial Group held its New Jersey Resources (NJR) position steady in Q4 2021 at 1,950 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #1277.

Next Financial Group first reported a position in NJR in Q3 2014 and has held it in 8 quarters since. The position peaked at $119K in Q1 2020. 279 funds tracked by Wall St. Rank hold NJR as of Q4 2021.

Next Financial Group held 1,950 shares of New Jersey Resources worth $80K as of Q4 2021.
Next Financial Group left its New Jersey Resources share count unchanged in Q4 2021.
New Jersey Resources made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1277 holding.
Next Financial Group first reported a position in New Jersey Resources in Q3 2014 and has held it in 8 quarters since.
Next Financial Group's New Jersey Resources position peaked at $119K in Q1 2020.
279 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.