Pictet Asset Management (Switzerland)’s New Jersey Resources NJR Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$705K	Buy	14,928 +1,524	+11%	+$76.8K	﹤0.01%	1094
2023 Q1	$713K	Sell	13,404 -36,096	-73%	-$1.84M	﹤0.01%	1092
2022 Q4	$2.46M	Sell	49,500 -13,857	-22%	-$633K	﹤0.01%	894
2022 Q3	$2.45M	Buy	63,357 +26,790	+73%	+$1.19M	﹤0.01%	889
2022 Q2	$1.63M	Buy	36,567 +29,883	+447%	+$1.34M	﹤0.01%	972
2022 Q1	$307K	Hold	6,684	–	–	﹤0.01%	1352
2021 Q4	$274K	Hold	6,684	–	–	﹤0.01%	1443
2021 Q3	$233K	Buy	+6,684	New	+$253K	﹤0.01%	1538

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s NJR Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its New Jersey Resources (NJR) stake by 11% in Q2 2023, buying an estimated $76.8K and bringing the position to 14,928 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Pictet Asset Management (Switzerland) first reported a position in NJR in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.46M in Q4 2022. 342 funds tracked by Wall St. Rank hold NJR as of Q2 2023.

Pictet Asset Management (Switzerland) held 14,928 shares of New Jersey Resources worth $705K as of Q2 2023.
Pictet Asset Management (Switzerland) bought 1,524 New Jersey Resources shares in Q2 2023, an estimated $76.8K.
New Jersey Resources made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1094 holding.
Pictet Asset Management (Switzerland) first reported a position in New Jersey Resources in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s New Jersey Resources position peaked at $2.46M in Q4 2022.
342 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.