Reynders McVeigh Capital Management’s New Jersey Resources NJR Stock Holding History

Reynders McVeigh Capital 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
2022 Q3	–	Sell	-4,500	Closed	-$200K	–	213
2022 Q2	$200K	Sell	4,500 -505	-10%	-$22.7K	0.02%	215
2022 Q1	$230K	Hold	5,005	–	–	0.01%	212
2021 Q4	$206K	Buy	+5,005	New	+$193K	0.01%	232
2021 Q3	–	Sell	-5,500	Closed	-$218K	–	234
2021 Q2	$218K	Hold	5,500	–	–	0.01%	217
2021 Q1	$219K	Buy	+5,500	New	+$210K	0.01%	218

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

Reynders McVeigh Capital Management's NJR Position: Q3 2022 in Review

Reynders McVeigh Capital Management sold out of New Jersey Resources (NJR) in Q3 2022, closing a stake of 4,500 shares — an estimated $200K sold.

Reynders McVeigh Capital Management first reported a position in NJR in Q1 2021 and held it in 5 quarters. The position peaked at $230K in Q1 2022. 287 funds tracked by Wall St. Rank hold NJR as of Q3 2022.

Reynders McVeigh Capital Management reported no remaining New Jersey Resources position as of Q3 2022 after selling out during the quarter.
Reynders McVeigh Capital Management sold 4,500 New Jersey Resources shares in Q3 2022, an estimated $200K.
Reynders McVeigh Capital Management first reported a position in New Jersey Resources in Q1 2021 and held it in 5 quarters.
Reynders McVeigh Capital Management's New Jersey Resources position peaked at $230K in Q1 2022.
287 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2022.

Based on Reynders McVeigh Capital Management's 13F filing for Q3 2022, filed 8 Nov 2022.