Sierra Ocean’s New Jersey Resources NJR Stock Holding History

Sierra Ocean’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 Q2	–	Sell	-106	Closed	-$5.2K	–	1086
2025 Q1	$5.2K	Hold	106	–	–	﹤0.01%	579
2024 Q4	$4.95K	Buy	+106	New	+$5.03K	﹤0.01%	591

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

Sierra Ocean's NJR Position: Q2 2025 in Review

Sierra Ocean sold out of New Jersey Resources (NJR) in Q2 2025, closing a stake of 106 shares — an estimated $5.2K sold.

Sierra Ocean first reported a position in NJR in Q4 2024 and held it in 2 quarters. The position peaked at $5.2K in Q1 2025. 396 funds tracked by Wall St. Rank hold NJR as of Q2 2025.

Sierra Ocean reported no remaining New Jersey Resources position as of Q2 2025 after selling out during the quarter.
Sierra Ocean sold 106 New Jersey Resources shares in Q2 2025, an estimated $5.2K.
Sierra Ocean first reported a position in New Jersey Resources in Q4 2024 and held it in 2 quarters.
Sierra Ocean's New Jersey Resources position peaked at $5.2K in Q1 2025.
396 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2025.

Based on Sierra Ocean's 13F filing for Q2 2025, filed 7 Aug 2025.