Opus Investment Management’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-33,400
| Closed | -$1.29M | – | 85 |
|
|
2022
Q3 | $1.29M | Hold |
33,400
| – | – | 0.3% | 79 |
|
|
2022
Q2 | $1.49M | Sell |
33,400
-21,000
| -39% | -$943K | 0.32% | 78 |
|
|
2022
Q1 | $2.5M | Hold |
54,400
| – | – | 0.38% | 77 |
|
|
2021
Q4 | $2.23M | Hold |
54,400
| – | – | 0.32% | 78 |
|
|
2021
Q3 | $1.89M | Hold |
54,400
| – | – | 0.29% | 79 |
|
|
2021
Q2 | $2.15M | Hold |
54,400
| – | – | 0.32% | 79 |
|
|
2021
Q1 | $2.17M | Hold |
54,400
| – | – | 0.32% | 83 |
|
|
2020
Q4 | $1.93M | Buy |
54,400
+9,000
| +20% | +$293K | 0.3% | 82 |
|
|
2020
Q3 | $1.23M | Hold |
45,400
| – | – | 0.23% | 79 |
|
|
2020
Q2 | $1.48M | Hold |
45,400
| – | – | 0.3% | 78 |
|
|
2020
Q1 | $1.54M | Hold |
45,400
| – | – | 0.33% | 75 |
|
|
2019
Q4 | $2.02M | Buy |
+45,400
| New | +$1.96M | 0.33% | 79 |
|
|
2018
Q3 | – | Sell |
-8,000
| Closed | -$879K | – | 91 |
|
|
2018
Q2 | $879K | Sell |
8,000
-20,000
| -71% | -$845K | 0.16% | 85 |
|
|
2018
Q1 | $1.65M | Hold |
28,000
| – | – | 0.3% | 74 |
|
|
2017
Q4 | $1.69M | Hold |
28,000
| – | – | 0.3% | 67 |
|
|
2017
Q3 | $1.51M | Hold |
28,000
| – | – | 0.27% | 72 |
|
|
2017
Q2 | $1.39M | Hold |
28,000
| – | – | 0.24% | 72 |
|
|
2017
Q1 | $1.48M | Hold |
28,000
| – | – | 0.25% | 72 |
|
|
2016
Q4 | $1.36M | Buy |
28,000
+20,000
| +250% | +$679K | 0.24% | 73 |
|
|
2016
Q3 | $578K | Buy |
+8,000
| New | +$283K | 0.1% | 84 |
|
|
2016
Q1 | – | Sell |
-65,400
| Closed | -$2.16M | – | 78 |
|
|
2015
Q4 | $2.16M | Sell |
65,400
-4,000
| -6% | -$123K | 0.38% | 70 |
|
|
2015
Q3 | $2.08M | Sell |
69,400
-16,000
| -19% | -$455K | 0.39% | 71 |
|
|
2015
Q2 | $2.35M | Sell |
85,400
-18,800
| -18% | -$562K | 0.43% | 73 |
|
|
2015
Q1 | $3.24M | Sell |
104,200
-18,600
| -15% | -$584K | 0.57% | 57 |
|
|
2014
Q4 | $3.76M | Sell |
122,800
-45,600
| -27% | -$1.3M | 0.67% | 47 |
|
|
2014
Q3 | $4.25M | Sell |
168,400
-20,000
| -11% | -$526K | 0.81% | 27 |
|
|
2014
Q2 | $5.38M | Buy |
188,400
+4,000
| +2% | +$104K | 1.06% | 7 |
|
|
2014
Q1 | $4.59M | Buy |
184,400
+81,400
| +79% | +$1.87M | 1.06% | 13 |
|
|
2013
Q4 | $2.38M | Buy |
103,000
+30,000
| +41% | +$675K | 0.64% | 52 |
|
|
2013
Q3 | $1.61M | Buy |
+73,000
| New | +$1.6M | 0.36% | 65 |
|
Other funds holding NJR
Opus Investment Management's NJR Position: Q4 2022 in Review
Opus Investment Management sold out of New Jersey Resources (NJR) in Q4 2022, closing a stake of 33,400 shares — an estimated $1.29M sold.
Opus Investment Management first reported a position in NJR in Q3 2013 and held it in 30 quarters. The position peaked at $5.38M in Q2 2014. 315 funds tracked by Wall St. Rank hold NJR as of Q4 2022.
- Opus Investment Management reported no remaining New Jersey Resources position as of Q4 2022 after selling out during the quarter.
- Opus Investment Management sold 33,400 New Jersey Resources shares in Q4 2022, an estimated $1.29M.
- Opus Investment Management first reported a position in New Jersey Resources in Q3 2013 and held it in 30 quarters.
- Opus Investment Management's New Jersey Resources position peaked at $5.38M in Q2 2014.
- 315 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2022.
Based on Opus Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.