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Sit Investment Associates’s New Jersey Resources NJR Stock Holding History

Sit Investment Associates’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
2020
Q3 		– Sell
-2,150
Closed -$70K – 531
2020
Q2 		$70K Sell
2,150
-1,625
-43% -$53.8K ﹤0.01% 494
2020
Q1 		$128K Hold
3,775
– – ﹤0.01% 465
2019
Q4 		$168K Buy
3,775
+600
+19% +$25.9K ﹤0.01% 454
2019
Q3 		$144K Hold
3,175
– – ﹤0.01% 468
2019
Q2 		$158K Hold
3,175
– – ﹤0.01% 472
2019
Q1 		$158K Sell
3,175
-600
-16% -$28.6K 0.01% 473
2018
Q4 		$172K Hold
3,775
– – 0.01% 469
2018
Q3 		$174K Sell
3,775
-5,800
-61% -$267K ﹤0.01% 469
2018
Q2 		$428K Hold
9,575
– – 0.01% 431
2018
Q1 		$384K Hold
9,575
– – 0.01% 435
2017
Q4 		$385K Hold
9,575
– – 0.01% 443
2017
Q3 		$404K Hold
9,575
– – 0.01% 438
2017
Q2 		$380K Hold
9,575
– – 0.01% 436
2017
Q1 		$379K Buy
9,575
+5,800
+154% +$219K 0.01% 431
2016
Q4 		$134K Buy
3,775
+725
+24% +$24.6K ﹤0.01% 439
2016
Q3 		$100K Buy
3,050
+925
+44% +$32.7K ﹤0.01% 411
2016
Q2 		$82K Hold
2,125
– – ﹤0.01% 436
2016
Q1 		$77K Hold
2,125
– – ﹤0.01% 444
2015
Q4 		$70K Buy
2,125
+1,425
+204% +$43.7K ﹤0.01% 446
2015
Q3 		$21K Buy
+700
New +$19.9K ﹤0.01% 496

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sit Investment Associates's NJR Position: Q3 2020 in Review

Sit Investment Associates sold out of New Jersey Resources (NJR) in Q3 2020, closing a stake of 2,150 shares — an estimated $70K sold.

Sit Investment Associates first reported a position in NJR in Q3 2015 and held it in 20 quarters. The position peaked at $428K in Q2 2018. 252 funds tracked by Wall St. Rank hold NJR as of Q3 2020.

  • Sit Investment Associates reported no remaining New Jersey Resources position as of Q3 2020 after selling out during the quarter.
  • Sit Investment Associates sold 2,150 New Jersey Resources shares in Q3 2020, an estimated $70K.
  • Sit Investment Associates first reported a position in New Jersey Resources in Q3 2015 and held it in 20 quarters.
  • Sit Investment Associates's New Jersey Resources position peaked at $428K in Q2 2018.
  • 252 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2020.

Based on Sit Investment Associates's 13F filing for Q3 2020, filed 12 Nov 2020.