Silvercrest Asset Management’s New Jersey Resources NJR Stock Holding History

Silvercrest Asset 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
2026 Q2	–	Sell	-3,662	Closed	-$201K	–	867
2026 Q1	$201K	Buy	+3,662	New	+$189K	﹤0.01%	822
2019 Q3	–	Sell	-4,200	Closed	-$209K	–	739
2019 Q2	$209K	Hold	4,200	–	–	﹤0.01%	537
2019 Q1	$209K	Buy	+4,200	New	+$200K	﹤0.01%	533
2018 Q3	–	Sell	-4,550	Closed	-$204K	–	550
2018 Q2	$204K	Buy	+4,550	New	+$192K	﹤0.01%	530
2018 Q1	–	Sell	-26,952	Closed	-$1.08M	–	573
2017 Q4	$1.08M	Hold	26,952	–	–	0.01%	351
2017 Q3	$1.14M	Hold	26,952	–	–	0.01%	353
2017 Q2	$1.07M	Hold	26,952	–	–	0.01%	348
2017 Q1	$1.07M	Hold	26,952	–	–	0.01%	353
2016 Q4	$957K	Hold	26,952	–	–	0.01%	354
2016 Q3	$886K	Sell	26,952 -2,250	-8%	-$79.6K	0.01%	353
2016 Q2	$1.13M	Hold	29,202	–	–	0.01%	334
2016 Q1	$1.06M	Hold	29,202	–	–	0.01%	332
2015 Q4	$962K	Buy	+29,202	New	+$895K	0.01%	357

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Silvercrest Asset Management's NJR Position: Q2 2026 in Review

Silvercrest Asset Management sold out of New Jersey Resources (NJR) in Q2 2026, closing a stake of 3,662 shares — an estimated $201K sold.

Silvercrest Asset Management first reported a position in NJR in Q4 2015 and held it in 13 quarters. The position peaked at $1.14M in Q3 2017. 453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

Silvercrest Asset Management reported no remaining New Jersey Resources position as of Q2 2026 after selling out during the quarter.
Silvercrest Asset Management sold 3,662 New Jersey Resources shares in Q2 2026, an estimated $201K.
Silvercrest Asset Management first reported a position in New Jersey Resources in Q4 2015 and held it in 13 quarters.
Silvercrest Asset Management's New Jersey Resources position peaked at $1.14M in Q3 2017.
453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.