Simplicity Solutions’s New Jersey Resources NJR Stock Holding History

Simplicity Solutions’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
2023 Q4	$356K	Sell	7,975 -52	-0.6%	-$2.22K	0.01%	783
2023 Q3	$326K	Sell	8,027 -304	-4%	-$13.3K	0.01%	739
2023 Q2	$393K	Sell	8,331 -173	-2%	-$8.72K	0.01%	742
2023 Q1	$452K	Buy	+8,504	New	+$433K	0.01%	723
2019 Q2	–	Sell	-5,869	Closed	-$292K	–	795
2019 Q1	$292K	Buy	5,869 +19	+0.3%	+$904	0.02%	544
2018 Q4	$267K	Buy	+5,850	New	+$276K	0.03%	482

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Simplicity Solutions's NJR Position: Q4 2023 in Review

Simplicity Solutions reduced its New Jersey Resources (NJR) stake by 0.65% in Q4 2023, selling an estimated $2.22K and leaving 7,975 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #783.

Simplicity Solutions first reported a position in NJR in Q4 2018 and has held it in 6 quarters since. The position peaked at $452K in Q1 2023. 322 funds tracked by Wall St. Rank hold NJR as of Q4 2023.

Simplicity Solutions held 7,975 shares of New Jersey Resources worth $356K as of Q4 2023.
Simplicity Solutions sold 52 New Jersey Resources shares in Q4 2023, an estimated $2.22K.
New Jersey Resources made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #783 holding.
Simplicity Solutions first reported a position in New Jersey Resources in Q4 2018 and has held it in 6 quarters since.
Simplicity Solutions's New Jersey Resources position peaked at $452K in Q1 2023.
322 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.