Retireful LLC’s New Jersey Resources NJR Stock Holding History

Retireful LLC’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 Q2	–	Sell	-5,324	Closed	-$283K	–	109
2023 Q1	$283K	Buy	+5,324	New	+$271K	0.09%	61

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Retireful LLC's NJR Position: Q2 2023 in Review

Retireful LLC sold out of New Jersey Resources (NJR) in Q2 2023, closing a stake of 5,324 shares — an estimated $283K sold.

Retireful LLC first reported a position in NJR in Q1 2023 and held it in 1 quarter. The position peaked at $283K in Q1 2023. 342 funds tracked by Wall St. Rank hold NJR as of Q2 2023.

Retireful LLC reported no remaining New Jersey Resources position as of Q2 2023 after selling out during the quarter.
Retireful LLC sold 5,324 New Jersey Resources shares in Q2 2023, an estimated $283K.
Retireful LLC first reported a position in New Jersey Resources in Q1 2023 and held it in 1 quarter.
Retireful LLC's New Jersey Resources position peaked at $283K in Q1 2023.
342 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2023.

Based on Retireful LLC's 13F filing for Q2 2023, filed 11 Jul 2023.