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QS Investors’s New Jersey Resources NJR Stock Holding History

QS Investors’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
2020
Q4 		– Sell
-17,960
Closed -$486K – 1234
2020
Q3 		$486K Sell
17,960
-61,050
-77% -$1.86M 0.01% 708
2020
Q2 		$2.58M Hold
79,010
– – 0.04% 394
2020
Q1 		$2.68M Sell
79,010
-490
-0.6% -$19.1K 0.04% 324
2019
Q4 		$3.52M Sell
79,500
-1,100
-1% -$47.5K 0.04% 393
2019
Q3 		$3.65M Buy
80,600
+490
+0.6% +$23K 0.04% 371
2019
Q2 		$3.99M Sell
80,110
-1,300
-2% -$64.1K 0.04% 339
2019
Q1 		$4.05M Buy
81,410
+77,505
+1,985% +$3.69M 0.04% 334
2018
Q4 		$179K Sell
3,905
-86,571
-96% -$4.08M ﹤0.01% 1161
2018
Q3 		$4.17M Hold
90,476
– – 0.04% 340
2018
Q2 		$4.05M Buy
90,476
+6
+0% +$253 0.04% 362
2018
Q1 		$3.63M Sell
90,470
-6,242
-6% -$243K 0.04% 369
2017
Q4 		$3.89M Sell
96,712
-2,832
-3% -$122K 0.04% 378
2017
Q3 		$4.2M Buy
99,544
+41,815
+72% +$1.77M 0.03% 366
2017
Q2 		$2.29M Hold
57,729
– – 0.02% 550
2017
Q1 		$2.29M Buy
57,729
+3,800
+7% +$143K 0.02% 563
2016
Q4 		$1.91M Sell
53,929
-16,740
-24% -$568K 0.02% 623
2016
Q3 		$2.32M Hold
70,669
– – 0.02% 613
2016
Q2 		$2.72M Hold
70,669
– – 0.02% 571
2016
Q1 		$2.57M Buy
70,669
+8
+0% +$277 0.02% 585
2015
Q4 		$2.33M Sell
70,661
-36,114
-34% -$1.11M 0.02% 623
2015
Q3 		$3.21M Buy
106,775
+35,233
+49% +$1M 0.03% 499
2015
Q2 		$1.97M Buy
71,542
+4,068
+6% +$122K 0.02% 622
2015
Q1 		$2.1M Buy
67,474
+67,122
+19,069% +$2.11M 0.02% 585
2014
Q4 		$11K Buy
+352
New +$10K ﹤0.01% 1283
2014
Q2 		– Sell
-87,600
Closed -$2.18M – 807
2014
Q1 		$2.18M Buy
+87,600
New +$2.01M 0.07% 238

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

QS Investors's NJR Position: Q4 2020 in Review

QS Investors sold out of New Jersey Resources (NJR) in Q4 2020, closing a stake of 17,960 shares — an estimated $486K sold.

QS Investors first reported a position in NJR in Q1 2014 and held it in 25 quarters. The position peaked at $4.2M in Q3 2017. 268 funds tracked by Wall St. Rank hold NJR as of Q4 2020.

  • QS Investors reported no remaining New Jersey Resources position as of Q4 2020 after selling out during the quarter.
  • QS Investors sold 17,960 New Jersey Resources shares in Q4 2020, an estimated $486K.
  • QS Investors first reported a position in New Jersey Resources in Q1 2014 and held it in 25 quarters.
  • QS Investors's New Jersey Resources position peaked at $4.2M in Q3 2017.
  • 268 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2020.

Based on QS Investors's 13F filing for Q4 2020, filed 10 Feb 2021.