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Old Mission Capital’s New Jersey Resources NJR Stock Holding History

Old Mission Capital’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
2022
Q2 		– Sell
-69,771
Closed -$3.2M – 1683
2022
Q1 		$3.2M Buy
+69,771
New +$2.91M 0.09% 200
2021
Q2 		– Sell
-53,295
Closed -$2.13M – 1170
2021
Q1 		$2.13M Buy
53,295
+45,064
+547% +$1.72M 0.12% 209
2020
Q4 		$292K Buy
+8,231
New +$268K 0.02% 446

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Old Mission Capital's NJR Position: Q2 2022 in Review

Old Mission Capital sold out of New Jersey Resources (NJR) in Q2 2022, closing a stake of 69,771 shares — an estimated $3.2M sold.

Old Mission Capital first reported a position in NJR in Q4 2020 and held it in 3 quarters. The position peaked at $3.2M in Q1 2022. 283 funds tracked by Wall St. Rank hold NJR as of Q2 2022.

  • Old Mission Capital reported no remaining New Jersey Resources position as of Q2 2022 after selling out during the quarter.
  • Old Mission Capital sold 69,771 New Jersey Resources shares in Q2 2022, an estimated $3.2M.
  • Old Mission Capital first reported a position in New Jersey Resources in Q4 2020 and held it in 3 quarters.
  • Old Mission Capital's New Jersey Resources position peaked at $3.2M in Q1 2022.
  • 283 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2022.

Based on Old Mission Capital's 13F filing for Q2 2022, filed 5 Aug 2022.