Pinnacle Financial Partners (Tennessee)’s New Jersey Resources NJR Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	–	Sell	-100	Closed	-$4K	–	553
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	418
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	425
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	462
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	463
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	457
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	415
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	434
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	427
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	412
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	413
2019 Q4	$4K	Buy	+100	New	+$4.32K	﹤0.01%	445
2019 Q2	–	Sell	-100	Closed	-$5K	–	433
2019 Q1	$5K	Buy	+100	New	+$4.76K	﹤0.01%	414
2018 Q4	–	Sell	-100	Closed	-$5K	–	390
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	414
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	392
2018 Q1	$4K	Buy	+100	New	+$3.9K	﹤0.01%	397

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Pinnacle Financial Partners (Tennessee)'s NJR Position: Q3 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of New Jersey Resources (NJR) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in NJR in Q1 2018 and held it in 15 quarters. The position peaked at $5K in Q1 2022. 287 funds tracked by Wall St. Rank hold NJR as of Q3 2022.

Pinnacle Financial Partners (Tennessee) reported no remaining New Jersey Resources position as of Q3 2022 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 100 New Jersey Resources shares in Q3 2022, an estimated $4K.
Pinnacle Financial Partners (Tennessee) first reported a position in New Jersey Resources in Q1 2018 and held it in 15 quarters.
Pinnacle Financial Partners (Tennessee)'s New Jersey Resources position peaked at $5K in Q1 2022.
287 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2022, filed 31 Oct 2022.