QIM
NJR icon

Quantitative Investment Management’s New Jersey Resources NJR Stock Holding History

Quantitative Investment Management’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
2021
Q4 		– Sell
-9,242
Closed -$321K – 392
2021
Q3 		$321K Buy
+9,242
New +$350K 0.03% 321
2020
Q4 		– Sell
-8,108
Closed -$219K – 559
2020
Q3 		$219K Sell
8,108
-22,479
-73% -$684K 0.02% 346
2020
Q2 		$998K Buy
30,587
+8,234
+37% +$273K 0.1% 210
2020
Q1 		$759K Buy
+22,353
New +$872K 0.08% 244

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Quantitative Investment Management's NJR Position: Q4 2021 in Review

Quantitative Investment Management sold out of New Jersey Resources (NJR) in Q4 2021, closing a stake of 9,242 shares — an estimated $321K sold.

Quantitative Investment Management first reported a position in NJR in Q1 2020 and held it in 4 quarters. The position peaked at $998K in Q2 2020. 279 funds tracked by Wall St. Rank hold NJR as of Q4 2021.

  • Quantitative Investment Management reported no remaining New Jersey Resources position as of Q4 2021 after selling out during the quarter.
  • Quantitative Investment Management sold 9,242 New Jersey Resources shares in Q4 2021, an estimated $321K.
  • Quantitative Investment Management first reported a position in New Jersey Resources in Q1 2020 and held it in 4 quarters.
  • Quantitative Investment Management's New Jersey Resources position peaked at $998K in Q2 2020.
  • 279 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2021.

Based on Quantitative Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.