Riverview Trust Company’s New Jersey Resources NJR Stock Holding History

Riverview Trust Company’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
2025 Q1	–	Sell	-18	Closed	-$840	–	749
2024 Q4	$840	Hold	18	–	–	﹤0.01%	670
2024 Q3	$850	Buy	+18	New	+$822	﹤0.01%	665
2022 Q4	–	Sell	-579	Closed	-$22K	–	815
2022 Q3	$22K	Hold	579	–	–	0.02%	344
2022 Q2	$26K	Hold	579	–	–	0.02%	321
2022 Q1	$27K	Buy	+579	New	+$24.1K	0.02%	367

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Riverview Trust Company's NJR Position: Q1 2025 in Review

Riverview Trust Company sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 18 shares — an estimated $840 sold.

Riverview Trust Company first reported a position in NJR in Q1 2022 and held it in 5 quarters. The position peaked at $27K in Q1 2022. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

Riverview Trust Company reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
Riverview Trust Company sold 18 New Jersey Resources shares in Q1 2025, an estimated $840.
Riverview Trust Company first reported a position in New Jersey Resources in Q1 2022 and held it in 5 quarters.
Riverview Trust Company's New Jersey Resources position peaked at $27K in Q1 2022.
400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.