Putnam Investments’s New Jersey Resources NJR Stock Holding History

Putnam Investments’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 Q4	$576K	Buy	12,920 +421	+3%	+$17.9K	﹤0.01%	914
2023 Q3	$508K	Sell	12,499 -102	-0.8%	-$4.46K	﹤0.01%	918
2023 Q2	$595K	Sell	12,601 -387	-3%	-$19.5K	﹤0.01%	903
2023 Q1	$691K	Sell	12,988 -538	-4%	-$27.4K	﹤0.01%	900
2022 Q4	$671K	Sell	13,526 -7	-0.1%	-$320	﹤0.01%	891
2022 Q3	$523K	Sell	13,533 -248	-2%	-$11.1K	﹤0.01%	931
2022 Q2	$614K	Sell	13,781 -172	-1%	-$7.73K	﹤0.01%	913
2022 Q1	$640K	Buy	+13,953	New	+$581K	﹤0.01%	953

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

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

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

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

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

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

Putnam Investments's NJR Position: Q4 2023 in Review

Putnam Investments increased its New Jersey Resources (NJR) stake by 3.4% in Q4 2023, buying an estimated $17.9K and bringing the position to 12,920 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Putnam Investments first reported a position in NJR in Q1 2022 and has held it in 8 quarters since. The position peaked at $691K in Q1 2023. 322 funds tracked by Wall St. Rank hold NJR as of Q4 2023.

Putnam Investments held 12,920 shares of New Jersey Resources worth $576K as of Q4 2023.
Putnam Investments bought 421 New Jersey Resources shares in Q4 2023, an estimated $17.9K.
New Jersey Resources made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #914 holding.
Putnam Investments first reported a position in New Jersey Resources in Q1 2022 and has held it in 8 quarters since.
Putnam Investments's New Jersey Resources position peaked at $691K in Q1 2023.
322 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.