Raab & Moskowitz Asset Management’s New Jersey Resources NJR Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-1,122	Closed	-$50K	–	385
2019 Q4	$50K	Buy	+1,122	New	+$48.5K	0.02%	256
2018 Q4	–	Sell	-1,722	Closed	-$79K	–	381
2018 Q3	$79K	Buy	+1,722	New	+$79.4K	0.03%	225
2015 Q1	–	Sell	-4,852	Closed	-$149K	–	290
2014 Q4	$149K	Buy	+4,852	New	+$138K	0.09%	128
2014 Q3	–	Sell	-20,022	Closed	-$572K	–	146
2014 Q2	$572K	Buy	20,022 +7,304	+57%	+$190K	0.27%	100
2014 Q1	$317K	Sell	12,718 -2,744	-18%	-$63K	0.18%	118
2013 Q4	$358K	Buy	+15,462	New	+$348K	0.21%	114

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Raab & Moskowitz Asset Management's NJR Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of New Jersey Resources (NJR) in Q1 2020, closing a stake of 1,122 shares — an estimated $50K sold.

Raab & Moskowitz Asset Management first reported a position in NJR in Q4 2013 and held it in 6 quarters. The position peaked at $572K in Q2 2014. 246 funds tracked by Wall St. Rank hold NJR as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining New Jersey Resources position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 1,122 New Jersey Resources shares in Q1 2020, an estimated $50K.
Raab & Moskowitz Asset Management first reported a position in New Jersey Resources in Q4 2013 and held it in 6 quarters.
Raab & Moskowitz Asset Management's New Jersey Resources position peaked at $572K in Q2 2014.
246 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.