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

Rockbridge 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
2024 Q1	–	Sell	-164	Closed	-$7.31K	–	448
2023 Q4	$7.31K	Buy	+164	New	+$6.99K	﹤0.01%	431
2022 Q3	–	Sell	-164	Closed	-$7.3K	–	422
2022 Q2	$7.3K	Hold	164	–	–	﹤0.01%	407
2022 Q1	$7.74K	Hold	164	–	–	﹤0.01%	554
2021 Q4	$7K	Hold	164	–	–	﹤0.01%	618
2021 Q3	$6K	Hold	164	–	–	﹤0.01%	590
2021 Q2	$6K	Hold	164	–	–	﹤0.01%	589
2021 Q1	$7K	Hold	164	–	–	﹤0.01%	546
2020 Q4	$6K	Hold	164	–	–	﹤0.01%	551
2020 Q3	$4K	Hold	164	–	–	﹤0.01%	543
2020 Q2	$5K	Buy	+164	New	+$5.43K	﹤0.01%	495

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

Norges Bank Oslo, Norway $935B AUM

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

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

Rockbridge Investment Management's NJR Position: Q1 2024 in Review

Rockbridge Investment Management sold out of New Jersey Resources (NJR) in Q1 2024, closing a stake of 164 shares — an estimated $7.31K sold.

Rockbridge Investment Management first reported a position in NJR in Q2 2020 and held it in 10 quarters. The position peaked at $7.74K in Q1 2022. 336 funds tracked by Wall St. Rank hold NJR as of Q1 2024.

Rockbridge Investment Management reported no remaining New Jersey Resources position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 164 New Jersey Resources shares in Q1 2024, an estimated $7.31K.
Rockbridge Investment Management first reported a position in New Jersey Resources in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's New Jersey Resources position peaked at $7.74K in Q1 2022.
336 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.