Simplex Trading’s New Jersey Resources NJR Stock Holding History

Simplex Trading’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
2021 Q4	–	Sell	-1,000	Closed	-$40K	–	11092
2021 Q3	$40K	Hold	1,000	–	–	﹤0.01%	7790
2021 Q2	$39K	Buy	1,000 +992	+12,400%	+$41.9K	﹤0.01%	7947
2021 Q1	$31K	Buy	8 +5	+167%	+$191	﹤0.01%	7090
2020 Q4	$10K	Buy	+3	New	+$98	﹤0.01%	7417
2016 Q3	–	Sell	-10	Closed	-$3K	–	6240
2016 Q2	$3K	Buy	10 +1	+11%	+$36	﹤0.01%	4663
2016 Q1	$2K	Buy	+9	New	+$312	﹤0.01%	4761
2015 Q4	–	Sell	-43	Closed	-$3K	–	5888
2015 Q3	$3K	Buy	+43	New	+$1.22K	﹤0.01%	4379
2015 Q2	–	Sell	-4	Closed	-$5K	–	5634
2015 Q1	$5K	Buy	+4	New	+$126	﹤0.01%	3518

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Simplex Trading's NJR Position: Q2 2022 in Review

Simplex Trading sold out of New Jersey Resources (NJR) in Q2 2022, closing a stake of 148 shares — an estimated $6K sold.

Simplex Trading first reported a position in NJR in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 283 funds tracked by Wall St. Rank hold NJR as of Q2 2022.

Simplex Trading reported no remaining New Jersey Resources position as of Q2 2022 after selling out during the quarter.
Simplex Trading sold 148 New Jersey Resources shares in Q2 2022, an estimated $6K.
Simplex Trading first reported a position in New Jersey Resources in Q1 2021 and held it in 3 quarters.
Simplex Trading's New Jersey Resources position peaked at $7K in Q1 2021.
283 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2022.

Based on Simplex Trading's 13F filing for Q2 2022, filed 3 Aug 2022.