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Sageworth Trust Company of South Dakota’s New Jersey Resources NJR Stock Holding History

Sageworth Trust Company of South Dakota’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
-41
Closed -$2K – 498
2022
Q2 		$2K Hold
41
– – ﹤0.01% 390
2022
Q1 		$2K Sell
41
-186
-82% -$7.75K ﹤0.01% 422
2021
Q4 		$9K Buy
+227
New +$8.78K 0.01% 404

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Wells Fargo
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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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Sageworth Trust Company of South Dakota's NJR Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of New Jersey Resources (NJR) in Q3 2022, closing a stake of 41 shares — an estimated $2K sold.

Sageworth Trust Company of South Dakota first reported a position in NJR in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q4 2021. 287 funds tracked by Wall St. Rank hold NJR as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining New Jersey Resources position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 41 New Jersey Resources shares in Q3 2022, an estimated $2K.
  • Sageworth Trust Company of South Dakota first reported a position in New Jersey Resources in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's New Jersey Resources position peaked at $9K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.