NVWM LLC’s New Jersey Resources NJR Stock Holding History

NVWM LLC’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	-3,123	Closed	-$135K	–	674
2024 Q2	$135K	Buy	+3,123	New	+$135K	0.04%	202
2020 Q1	–	Sell	-554	Closed	-$25K	–	362
2019 Q4	$25K	Hold	554	–	–	0.02%	205
2019 Q3	$25K	Hold	554	–	–	0.02%	230
2019 Q2	$28K	Hold	554	–	–	0.02%	229
2019 Q1	$28K	Buy	+554	New	+$26.4K	0.02%	209

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NVWM LLC's NJR Position: Q3 2024 in Review

NVWM LLC sold out of New Jersey Resources (NJR) in Q3 2024, closing a stake of 3,123 shares — an estimated $135K sold.

NVWM LLC first reported a position in NJR in Q1 2019 and held it in 5 quarters. The position peaked at $135K in Q2 2024. 362 funds tracked by Wall St. Rank hold NJR as of Q3 2024.

NVWM LLC reported no remaining New Jersey Resources position as of Q3 2024 after selling out during the quarter.
NVWM LLC sold 3,123 New Jersey Resources shares in Q3 2024, an estimated $135K.
NVWM LLC first reported a position in New Jersey Resources in Q1 2019 and held it in 5 quarters.
NVWM LLC's New Jersey Resources position peaked at $135K in Q2 2024.
362 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2024.

Based on NVWM LLC's 13F filing for Q3 2024, filed 29 Oct 2024.