Sandy Spring Bank’s New Jersey Resources NJR Stock Holding History

Sandy Spring Bank’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	$1.23K	Buy	+25	New	+$1.19K	﹤0.01%	1076
2018 Q1	–	Sell	-1,200	Closed	-$48K	–	861
2017 Q4	$48K	Hold	1,200	–	–	﹤0.01%	454
2017 Q3	$51K	Hold	1,200	–	–	﹤0.01%	442
2017 Q2	$48K	Hold	1,200	–	–	﹤0.01%	462
2017 Q1	$48K	Hold	1,200	–	–	﹤0.01%	455
2016 Q4	$43K	Hold	1,200	–	–	﹤0.01%	461
2016 Q3	$39K	Hold	1,200	–	–	﹤0.01%	473
2016 Q2	$46K	Hold	1,200	–	–	0.01%	451
2016 Q1	$44K	Hold	1,200	–	–	0.01%	459
2015 Q4	$40K	Hold	1,200	–	–	﹤0.01%	454
2015 Q3	$36K	Hold	1,200	–	–	﹤0.01%	476
2015 Q2	$33K	Hold	1,200	–	–	﹤0.01%	514
2015 Q1	$37K	Hold	1,200	–	–	﹤0.01%	492
2014 Q4	$37K	Hold	1,200	–	–	﹤0.01%	441
2014 Q3	$30K	Hold	1,200	–	–	﹤0.01%	470
2014 Q2	$34K	Hold	1,200	–	–	﹤0.01%	462
2014 Q1	$30K	Hold	1,200	–	–	﹤0.01%	431
2013 Q4	$28K	Hold	1,200	–	–	﹤0.01%	428
2013 Q3	$26K	Hold	1,200	–	–	﹤0.01%	427
2013 Q2	$25K	Buy	+1,200	New	+$27.1K	﹤0.01%	416

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

Sandy Spring Bank's NJR Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in New Jersey Resources (NJR) in Q1 2025: 25 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in NJR as recently as Q4 2017.

Sandy Spring Bank first reported a position in NJR in Q2 2013 and has held it in 20 quarters since. The position peaked at $51K in Q3 2017. 400 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

Sandy Spring Bank held 25 shares of New Jersey Resources worth $1.23K as of Q1 2025.
New Jersey Resources was a new Sandy Spring Bank position in Q1 2025.
New Jersey Resources made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1076 holding.
Sandy Spring Bank first reported a position in New Jersey Resources in Q2 2013 and has held it in 20 quarters since.
Sandy Spring Bank's New Jersey Resources position peaked at $51K in Q3 2017.
400 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.